HOAG MEMORIAL HOSPITAL PRESBYTERIAN: Form 990, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- HOAG MEMORIAL HOSPITAL PRESBYTERIAN (EIN 95-1643327)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-11-14
- IRS object ID
- 202513189349302546
- Schema version
- 2024v5.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule C
- Schedule D
- Schedule F
- Schedule H
- Schedule I
- Schedule J
- Schedule K
- Schedule L
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-11-14T08:49:30-06:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 135565207 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KPMG LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 550 SOUTH HOPE STREET SUITE 1500 | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90071 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 951643327 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HOAG MEMORIAL HOSPITAL PRESBYTERIAN | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | HOAG | BusinessNameControlTxt |
| Phone | 9497644624 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE HOAG DRIVE PO BOX 6100 | AddressLine1Txt |
| City | NEWPORT BEACH | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 926586100 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ANDREW GUARNI | PersonNm |
| Person Title | EVP AND CFO | PersonTitleTxt |
| Phone | 9497647261 | PhoneNum |
| Signature | 2025-11-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | HOLLY MOEN | PreparerPersonNm |
| PTIN | P01800653 | PTIN |
| Phone | 2139724000 | PhoneNum |
| Preparation | 2025-11-11 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | ROBERT BRAITHWAITE | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE HOAG DRIVE PO BOX 6100 | AddressLine1Txt |
| City | NEWPORT BEACH | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 926586100 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $3,182,213,586 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.HOAG.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1944 | FormationYr |
| Legal Domicile State | CA | LegalDomicileStateCd |
| Activity Or Mission | OUR MISSION AS A NOT-FOR-PROFIT, FAITH- BASED HOSPITAL IS TO PROVIDE THE HIGHEST QUALITY HEALTHCARE SERVICES TO THE COMMUNITIES WE SERVE. | ActivityOrMissionDesc |
| Voting Members Governing Body | 19 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 17 | VotingMembersIndependentCnt |
| Total Employee | 10542 | TotalEmployeeCnt |
| Total Volunteers | 895 | TotalVolunteersCnt |
| Total Gross UBI | $28,511,501 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $4,209,642 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $44,526,989 | PYContributionsGrantsAmt |
| CY Contributions Grants | $47,901,603 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $1,647,359,569 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $1,846,426,780 | CYProgramServiceRevenueAmt |
| PY Investment Income | $109,343,462 | PYInvestmentIncomeAmt |
| CY Investment Income | $191,836,630 | CYInvestmentIncomeAmt |
| PY Other Revenue | $42,257,473 | PYOtherRevenueAmt |
| CY Other Revenue | $32,037,614 | CYOtherRevenueAmt |
| PY Total Revenue | $1,843,487,493 | PYTotalRevenueAmt |
| CY Total Revenue | $2,118,202,627 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $9,249,318 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $10,486,021 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $838,815,236 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $895,999,325 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $837,072,802 | PYOtherExpensesAmt |
| CY Other Expenses | $922,200,213 | CYOtherExpensesAmt |
| PY Total Expenses | $1,685,137,356 | PYTotalExpensesAmt |
| CY Total Expenses | $1,828,685,559 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $158,350,137 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $289,517,068 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $4,532,479,353 | TotalAssetsBOYAmt |
| Total Assets EOY | $4,868,856,974 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $1,481,883,192 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,495,674,149 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $3,050,596,161 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $3,373,182,825 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | OUR MISSION AS A NOT-FOR-PROFIT, FAITH-BASED HOSPITAL IS TO PROVIDE THE HIGHEST QUALITY HEALTHCARE TO THE COMMUNITIES WE SERVE. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $1,335,388,112 | ExpenseAmt |
| Grant | $10,486,021 | GrantAmt |
| Revenue | $1,872,274,598 | RevenueAmt |
| Desc | SEE SCHEDULE O | Desc |
| Total Program Service Expenses | $1,335,388,112 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (1) | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | Yes (1) | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | Yes (1) | OperateHospitalInd |
| Audited Financial Stmt Att | Yes (1) | AuditedFinancialStmtAttInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | Yes (1) | TaxExemptBondsInd |
| Invest Tax Exempt Bonds | 0 | InvestTaxExemptBondsInd |
| Escrow Account | 0 | EscrowAccountInd |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuerInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | Yes (1) | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | Yes (1) | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | Yes (1) | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (1) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | Yes (1) | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 1042 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 10542 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | Yes (1) | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 19 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 17 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (1) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (1) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | Yes (1) | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | Yes (1) | InvestmentInJointVentureInd |
| Written Policy Or Procedure | Yes (1) | WrittenPolicyOrProcedureInd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ANDREW GUARNI | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9497644448 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE HOAG DRIVE PO BOX 6100 | AddressLine1Txt |
| City | NEWPORT BEACH | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92658 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (35 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd | Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd |
|---|---|---|---|---|---|---|---|---|---|---|
| CINDY STOKKE | ||||||||||
| CHAIR | 2.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |||
| ROBERT BRUNSWICK | ||||||||||
| CHAIR-ELECT | 2.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |||
| ERIC ALCOULOUMRE MD | ||||||||||
| SECRETARY | 2.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |||
| VICKI BOOTH | ||||||||||
| BOARD MEMBER | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| RESHMA BLOCK | ||||||||||
| BOARD MEMBER | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| CHRIS CALLERO | ||||||||||
| BOARD MEMBER | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| DENNIS GILMORE | ||||||||||
| BOARD MEMBER | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| RICHARD HASKELL MD | ||||||||||
| BOARD MEMBER | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| PAUL HEESCHEN | ||||||||||
| BOARD MEMBER | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| KAREN LINDEN | ||||||||||
| BOARD MEMBER | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| DEBBIE MARGOLIS | ||||||||||
| BOARD MEMBER | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| THOMAS OTTERBEIN | ||||||||||
| BOARD MEMBER | 2.00 | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| BABAK RAD MD | ||||||||||
| BOARD MEMBER | 2.00 | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| JAMIE SHEPHERDSON | ||||||||||
| BOARD MEMBER | 2.00 | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| PAMELA MASSEY | ||||||||||
| BOARD MEMBER | 2.00 | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| MARICELA RIOS FAUST | ||||||||||
| BOARD MEMBER | 2.00 | 5.00 | Yes (X) | $0 | $0 | $0 | ||||
| DAN YOUNG | ||||||||||
| PAST CHAIR | 2.00 | 5.00 | Yes (X) | $0 | $0 | $0 | ||||
| SHANNON EUSEY | ||||||||||
| BOARD MEMBER | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| STEVE PIZULA | ||||||||||
| BOARD MEMBER | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| ROBERT BRAITHWAITE | ||||||||||
| PRESIDENT & CEO | 50.00 | 9.00 | Yes (X) | $3,865,063 | $0 | $56,443 | ||||
| ANDREW GUARNI | ||||||||||
| EVP AND CFO | 50.00 | 6.00 | Yes (X) | $1,501,135 | $0 | $60,617 | ||||
| RICK MARTIN | ||||||||||
| VP SR PATIENT CARE SVC AND CNO | 50.00 | 0.00 | $946,146 | $0 | $60,366 | Yes (X) | ||||
| MARCY BROWN | ||||||||||
| VP SR CHIEF OPERATIONS OFFICER | 50.00 | 0.00 | $949,392 | $0 | $42,446 | Yes (X) | ||||
| SANFORD SMITH | ||||||||||
| VP SR REAL ESTATE & FACILITIES | 50.00 | 0.00 | $732,758 | $0 | $54,119 | Yes (X) | ||||
| JAN BLUE | ||||||||||
| VP SR CHIEF ADMIN OFFICER | 50.00 | 0.00 | $1,030,661 | $0 | $43,375 | Yes (X) | ||||
| ERIC CHEUNG | ||||||||||
| VP SR & CHIEF LEGAL OFFICER | 50.00 | 0.00 | $930,054 | $0 | $67,368 | Yes (X) | ||||
| MARTIN FEE | ||||||||||
| VP SR AND CCO | 50.00 | 0.00 | $767,879 | $0 | $102,350 | Yes (X) | ||||
| MARGARET T CONK | ||||||||||
| VP SR CHIEF CLINICAL INST OFF. | 50.00 | 0.00 | $931,028 | $0 | $48,706 | Yes (X) | ||||
| KRIS IYER | ||||||||||
| VP SR & CHIEF PHYS DEV OFFICER | 2.00 | 50.00 | $802,609 | $0 | $40,250 | Yes (X) | ||||
| KATHY AZEEZ NARAIN | ||||||||||
| VP CHIEF DIGITAL INNOVA OFF | 50.00 | 0.00 | $874,428 | $0 | $17,250 | Yes (X) | ||||
| MICHAEL BRANT-ZAWADSKI | ||||||||||
| VP ADDICTION RESEARCH ADMIN | 50.00 | 0.00 | $684,723 | $0 | $55,454 | Yes (X) | ||||
| ARPI BEKMEZIAN | ||||||||||
| VP CHIEF QUALITY OFFICER | 50.00 | 0.00 | $707,806 | $0 | $48,406 | Yes (X) | ||||
| ALLYSON BROOKS | ||||||||||
| EXEC DIR MED WOMENS HEALTH | 50.00 | 0.00 | $676,578 | $0 | $39,950 | Yes (X) | ||||
| FRANK AUSTIN | ||||||||||
| VP MARKETING AND CORP COMM | 50.00 | 0.00 | $678,133 | $0 | $18,881 | Yes (X) | ||||
| FLYNN ANDRIZZI | ||||||||||
| FORMER FOUNDATION PRESIDENT | 2.00 | 0.00 | $1,070,756 | $0 | $0 | Yes (X) | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $17,149,149 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $755,981 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 3046 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | Yes (1) | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| PACIFIC HOSPITALIST ASSOC | |||||
| 361 HOSPITAL RD STE 521 | NEWPORT BEACH | CA | 92663 | PHYSICIAN SERVICES | $19,186,449 |
| MEDIA STORM LLC | |||||
| 150 E 42ND STREET | NEW YORK | NY | 10017 | MEDIA SERVICES | $6,419,351 |
| NEWPORT CRTICAL CARE PHYS MED | |||||
| 62 ENDLESS VIS | ALISO VIEJO | CA | 92656 | PHYSICIAN SERVICES | $6,167,977 |
| RENOVO SOLUTIONS | |||||
| 4 EXECUTIVES CIRCLE STE 185 | IRVINE | CA | 92614 | MAINTENANCE SERVICES | $4,618,516 |
| DVA RENAL HEALTHCARE INC | |||||
| P O BOX 781607 | PHILADELPHIA | PA | 191781607 | DIALYSIS SERVICES | $4,565,273 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 192 | CntrctRcvdGreaterThan100KCnt |
| Related Organizations | $24,068,443 | RelatedOrganizationsAmt |
| Government Grants | $23,658,781 | GovernmentGrantsAmt |
| All Other Contributions | $174,379 | AllOtherContributionsAmt |
| Total Contributions | $47,901,603 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (5 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| PATIENT SERVICES | 622110 | $1,651,084,637 | $1,651,084,637 |
| HMO CAPITATED PAYMENT | 622110 | $131,874,941 | $131,874,941 |
| MOB RENTAL INCOME | 531190 | $49,575,387 | $49,575,387 |
| CLINICAL TRIALS | 541715 | $7,767,335 | $7,767,335 |
| CAFETERIA SALES | 722310 | $6,124,480 | $6,124,480 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $1,846,426,780 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $39,217,115 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $22,324,750 | UnrelatedBusinessRevenueAmt |
| Exclusion | $16,892,365 | ExclusionAmt |
Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $6,575,911 | TotalRevenueColumnAmt |
| Exclusion | $6,575,911 | ExclusionAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $3,045 | TotalRevenueColumnAmt |
| Exclusion | $3,045 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,209,412,614 | SecuritiesAmt |
| Other | $641,949 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,063,580,441 | SecuritiesAmt |
| Other | $430,518 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $145,832,173 | SecuritiesAmt |
| Other | $211,431 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $146,043,604 | TotalRevenueColumnAmt |
| Exclusion | $146,043,604 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt |
|---|---|---|---|---|
| HOI SERVICES | 561110 | $16,860,698 | $10,959,146 | $5,901,552 |
| REFUNDS/REBATES | 900099 | $10,952,792 | $10,952,792 | |
| PARKING REVENUE | 812930 | $2,403,636 | $2,118,437 | $285,199 |
Miscellaneous Revenue MiscellaneousRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,817,443 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $1,817,443 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $32,034,569 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,118,202,627 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $1,872,274,598 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $28,511,501 | UnrelatedBusinessRevenueAmt |
| Exclusion | $169,514,925 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,622,556 | TotalAmt |
| Program Services | $9,622,556 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $863,465 | TotalAmt |
| Program Services | $863,465 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $14,885,219 | TotalAmt |
| Program Services | $982,424 | ProgramServicesAmt |
| Management And General | $13,902,795 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $698,161,847 | TotalAmt |
| Program Services | $565,598,656 | ProgramServicesAmt |
| Management And General | $132,563,191 | ManagementAndGeneralAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $33,701,155 | TotalAmt |
| Program Services | $10,305,349 | ProgramServicesAmt |
| Management And General | $23,395,806 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $99,826,243 | TotalAmt |
| Program Services | $58,026,606 | ProgramServicesAmt |
| Management And General | $41,799,637 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $49,424,861 | TotalAmt |
| Program Services | $40,658,237 | ProgramServicesAmt |
| Management And General | $8,766,624 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,516,934 | TotalAmt |
| Management And General | $9,516,934 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $780,906 | TotalAmt |
| Program Services | $10,000 | ProgramServicesAmt |
| Management And General | $770,906 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $113,055 | TotalAmt |
| Management And General | $113,055 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $207,572,202 | TotalAmt |
| Program Services | $130,557,298 | ProgramServicesAmt |
| Management And General | $77,014,904 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,828,659 | TotalAmt |
| Program Services | $317,170 | ProgramServicesAmt |
| Management And General | $3,511,489 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $31,285,402 | TotalAmt |
| Program Services | $23,793,187 | ProgramServicesAmt |
| Management And General | $7,492,215 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $16,358,516 | TotalAmt |
| Program Services | $10,294,102 | ProgramServicesAmt |
| Management And General | $6,064,414 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $75,241,998 | TotalAmt |
| Program Services | $51,950,471 | ProgramServicesAmt |
| Management And General | $23,291,527 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,743,330 | TotalAmt |
| Program Services | $1,188,745 | ProgramServicesAmt |
| Management And General | $554,585 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $999,934 | TotalAmt |
| Program Services | $405,726 | ProgramServicesAmt |
| Management And General | $594,208 | ManagementAndGeneralAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $26,369,009 | TotalAmt |
| Program Services | $2,159 | ProgramServicesAmt |
| Management And General | $26,366,850 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $103,761,072 | TotalAmt |
| Program Services | $42,389,058 | ProgramServicesAmt |
| Management And General | $61,372,014 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $15,961,495 | TotalAmt |
| Management And General | $15,961,495 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| MEDICAL SUPPLIES | $318,283,398 | $317,290,692 | $992,706 |
| QA FEE | $57,763,932 | $57,763,932 | |
| DUES & SUBSCRIPTIONS | $32,452,693 | $11,279,393 | $21,173,300 |
| LICENSES & TAXES | $14,441,820 | $1,242,725 | $13,199,095 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,725,858 | TotalAmt |
| Program Services | $846,161 | ProgramServicesAmt |
| Management And General | $4,879,697 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,828,685,559 | TotalAmt |
| Program Services | $1,335,388,112 | ProgramServicesAmt |
| Management And General | $493,297,447 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $31,323,509 | BOYAmt |
| EOY | $1,159,347 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $68,588,592 | BOYAmt |
| EOY | $258,460,477 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $309,179,266 | BOYAmt |
| EOY | $268,698,094 | EOYAmt |
Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $2,500,000 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $17,269,735 | BOYAmt |
| EOY | $18,134,834 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $32,696,822 | BOYAmt |
| EOY | $31,991,751 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $2,619,520,991 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $1,198,614,378 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,186,609,459 | BOYAmt |
| EOY | $1,420,906,613 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $681,196,986 | BOYAmt |
| EOY | $713,851,937 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,009,390,360 | BOYAmt |
| EOY | $1,960,506,206 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,879,412 | BOYAmt |
| EOY | $2,355,883 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $193,345,212 | BOYAmt |
| EOY | $190,291,832 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,532,479,353 | BOYAmt |
| EOY | $4,868,856,974 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $370,767,372 | BOYAmt |
| EOY | $420,635,616 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $361,421,121 | BOYAmt |
| EOY | $361,251,607 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $556,294,845 | BOYAmt |
| EOY | $516,552,497 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $193,399,854 | BOYAmt |
| EOY | $197,234,429 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,481,883,192 | BOYAmt |
| EOY | $1,495,674,149 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,050,008,094 | BOYAmt |
| EOY | $3,373,182,825 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $588,067 | BOYAmt |
| EOY | $0 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,050,596,161 | BOYAmt |
| EOY | $3,373,182,825 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,532,479,353 | BOYAmt |
| EOY | $4,868,856,974 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $289,517,068 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $96,805,013 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$63,735,417 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Hospital | Yes (X) | HospitalInd |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Volunteers | 0 | VolunteersInd |
| Paid Staff Or Management | 0 | PaidStaffOrManagementInd |
| Media Advertisements | 0 | MediaAdvertisementsInd |
| Mailings Members | 0 | MailingsMembersInd |
| Publications Or Broadcast | 0 | PublicationsOrBroadcastInd |
| Grants Other Organizations | 0 | GrantsOtherOrganizationsInd |
| Direct Contact Legislators | 0 | DirectContactLegislatorsInd |
| Rallies Demonstrations | 0 | RalliesDemonstrationsInd |
| Other Activities | Yes (1) | OtherActivitiesInd |
| Other Activities | $113,055 | OtherActivitiesAmt |
| Total Lobbying Expenditures | $113,055 | TotalLobbyingExpendituresAmt |
| Not Described Section501c3 | 0 | NotDescribedSection501c3Ind |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART II-B, LINE 1: | FormAndLineReferenceDesc |
| Explanation | LOBBYING ACTIVITIES THE LOBBYING EXPENDITURES REPORTED REPRESENT THE PORTION OF CALIFORNIA HOSPITAL ASSOCIATION DUES ALLOCATED TO HOAG MEMORIAL HOSPITAL PRESBYTERIAN. | ExplanationTxt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $179,670,552 | BeginningYearBalanceAmt |
| Contributions | $2,256,832 | ContributionsAmt |
| Investment Earnings Or Losses | $18,939,494 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $10,368,828 | OtherExpendituresAmt |
| End Year Balance | $190,498,050 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $165,489,602 | BeginningYearBalanceAmt |
| Contributions | $2,332,591 | ContributionsAmt |
| Investment Earnings Or Losses | $17,818,659 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $5,970,300 | OtherExpendituresAmt |
| End Year Balance | $179,670,552 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $184,029,760 | BeginningYearBalanceAmt |
| Contributions | -$158,581 | ContributionsAmt |
| Investment Earnings Or Losses | -$12,677,007 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $5,704,570 | OtherExpendituresAmt |
| End Year Balance | $165,489,602 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $164,655,908 | BeginningYearBalanceAmt |
| Contributions | $3,030,230 | ContributionsAmt |
| Investment Earnings Or Losses | $23,223,391 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $6,879,769 | OtherExpendituresAmt |
| End Year Balance | $184,029,760 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $143,701,793 | BeginningYearBalanceAmt |
| Contributions | $5,819,236 | ContributionsAmt |
| Investment Earnings Or Losses | $21,695,599 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $6,560,720 | OtherExpendituresAmt |
| End Year Balance | $164,655,908 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.02230 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.52910 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.44860 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | Yes (1) | EndowmentsHeldRelatedOrgInd |
| Related Org List Sch R | Yes (1) | RelatedOrgListSchRInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $113,166,933 | OtherCostOrOtherBasisAmt |
| Book Value | $113,166,933 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,348,410,603 | OtherCostOrOtherBasisAmt |
| Depreciation | $694,360,000 | DepreciationAmt |
| Book Value | $654,050,603 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $184,543,972 | OtherCostOrOtherBasisAmt |
| Depreciation | $118,638,872 | DepreciationAmt |
| Book Value | $65,905,100 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $507,680,028 | OtherCostOrOtherBasisAmt |
| Depreciation | $385,615,506 | DepreciationAmt |
| Book Value | $122,064,522 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $465,719,455 | OtherCostOrOtherBasisAmt |
| Book Value | $465,719,455 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $1,420,906,613 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp (3 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| BOARD DESIGNATED INV | $1,901,049,908 | F |
| UNDER INDENTURE AGREEMENT | $37,130,382 | F |
| MALPRACTICE RESERVES | $22,325,916 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $1,960,506,206 | TotalBookValueSecuritiesAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (6 entries)
| DescDesc | AmtAmt |
|---|---|
| RIGHT OF USE LIABILITIES | $59,763,730 |
| OTHER | $20,950,687 |
| SELF INSURANCE LIABILITIES | $67,421,000 |
| NOTE PAYABLE | $6,422,041 |
| CAPITATED CONTRACTS | $8,789,004 |
| CAPITALIZED LEASES | $33,887,967 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $197,234,429 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART X, LINE 2: | FormAndLineReferenceDesc |
| Explanation | ACCOUNTING STANDARDS CODIFICATION (ASC) TOPIC 740, INCOME TAXES, CLARIFIES THE ACCOUNTING FOR INCOME TAXES BY PRESCRIBING A MINIMUM RECOGNITION THRESHOLD THAT A TAX POSITION IS REQUIRED TO MEET BEFORE BEING RECOGNIZED IN THE CONSOLIDATED FINANCIAL STATEMENTS. ASC TOPIC 740 ALSO PROVIDES GUIDANCE ON DERECOGNITION, MEASUREMENT, CLASSIFICATION, INTEREST AND PENALTIES, DISCLOSURE, AND TRANSITION. THE GUIDANCE IS APPLICABLE TO PASS-THROUGH ENTITIES AND TAX-EXEMPT ORGANIZATIONS. NO SIGNIFICANT TAX LIABILITY FOR TAX BENEFITS, INTEREST, OR PENALTIES WAS ACCRUED AT DECEMBER 31, 2024 AND 2023. | ExplanationTxt |
Schedule F IRS990ScheduleF
Account Activities Outside US AccountActivitiesOutsideUSGrp (5 entries)
| RegionRegionTxt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Region Total ExpendituresRegionTotalExpendituresAmt |
|---|---|---|
| CENTRAL AMERICA AND THE CARIBBEAN - ANTIGUA & BARBUDA, ARUBA, BAHAMAS, | INVESTMENTS, PROGRAM RELATED | $840,149,033 |
| EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIUM | INVESTMENTS, PROGRAM RELATED | $37,244,768 |
| NORTH AMERICA - CANADA AND MEXICO, BUT NOT THE UNITED STATES | INVESTMENTS, PROGRAM RELATED | $18,449,683 |
| EAST ASIA AND THE PACIFIC - AUSTRALIA, BRUNEI, BURMA, CAMBODIA, | INVESTMENTS, PROGRAM RELATED | $6,800,892 |
| SOUTH AMERICA | INVESTMENTS, PROGRAM RELATED | $724,147 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 0 | SubtotalOfficesCnt |
| Subtotal Employees | 0 | SubtotalEmployeesCnt |
| Continuation Total Office | 0 | ContinuationTotalOfficeCnt |
| Continuation Total Employee | 0 | ContinuationTotalEmployeeCnt |
| Total Office | 0 | TotalOfficeCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Subtotal Spent | $903,368,523 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $903,368,523 | TotalSpentAmt |
| Transfer To Foreign Corp | Yes (1) | TransferToForeignCorpInd |
| Interest In Foreign Trust | 0 | InterestInForeignTrustInd |
| Foreign Corp Ownership | Yes (1) | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | Yes (1) | PassiveForeignInvestmestCoInd |
| Foreign Partnership | Yes (1) | ForeignPartnershipInd |
| Boycott Countries | 0 | BoycottCountriesInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE F, PART I, LINE 3, COLUMN F | FormAndLineReferenceDesc |
| Explanation | ACCOUNTING METHOD THE AMOUNTS REPORTED IN PART I, LINE 3, COLUMN F REPRESENT THE MARKET VALUES OF THE INVESTMENTS IN THE IDENTIFIED REGIONS AS OF THE ORGANIZATION'S FISCAL YEAR ENDED DECEMBER 31, 2024. | ExplanationTxt |
Schedule H IRS990ScheduleH
| Field | Value | IRS element (for citing) |
|---|---|---|
| Financial Assistance Policy | Yes (1) | FinancialAssistancePolicyInd |
| Written Policy | Yes (1) | WrittenPolicyInd |
| All Hospitals Policy | Yes (X) | AllHospitalsPolicyInd |
| FPG Reference Free Care | Yes (1) | FPGReferenceFreeCareInd |
| Percent200 | Yes (X) | Percent200Ind |
| FPG Reference Discounted Care | Yes (1) | FPGReferenceDiscountedCareInd |
| Percent400 | Yes (X) | Percent400Ind |
| Free Care Medically Indigent | Yes (1) | FreeCareMedicallyIndigentInd |
| Financial Assistance Budget | Yes (1) | FinancialAssistanceBudgetInd |
| Expenses Exceed Budget | 0 | ExpensesExceedBudgetInd |
| Annual Community Bnft Report | Yes (1) | AnnualCommunityBnftReportInd |
| Report Publically Available | Yes (1) | ReportPublicallyAvailableInd |
Financial Assistance At Cost Typ FinancialAssistanceAtCostTyp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $12,168,766 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $0 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $12,168,766 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.00640 | TotalExpensePct |
Unreimbursed Medicaid UnreimbursedMedicaidGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $186,616,425 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $94,427,756 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $92,188,669 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.04880 | TotalExpensePct |
Unreimbursed Costs UnreimbursedCostsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $8,378 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $0 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $8,378 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.00000 | TotalExpensePct |
Total Financial Assistance Typ TotalFinancialAssistanceTyp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $198,793,569 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $94,427,756 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $104,365,813 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.05520 | TotalExpensePct |
Community Health Services CommunityHealthServicesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $4,006,968 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $0 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $4,006,968 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.00210 | TotalExpensePct |
Health Professions Education HealthProfessionsEducationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $307,766 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $0 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $307,766 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.00020 | TotalExpensePct |
Subsidized Health Services SubsidizedHealthServicesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $158,310 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $0 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $158,310 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.00010 | TotalExpensePct |
Cash And In Kind Contributions CashAndInKindContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $9,707,511 | TotalCommunityBenefitExpnsAmt |
| Net Community Benefit Expns | $9,707,511 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.00510 | TotalExpensePct |
Total Other Benefits TotalOtherBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $14,180,555 | TotalCommunityBenefitExpnsAmt |
| Net Community Benefit Expns | $14,180,555 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.00750 | TotalExpensePct |
Total Community Benefits TotalCommunityBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $212,974,124 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $94,427,756 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $118,546,368 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.06270 | TotalExpensePct |
Community Support CommunitySupportGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $9,707,511 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $0 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $9,707,511 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.00510 | TotalExpensePct |
Health Improvement Advocacy HealthImprovementAdvocacyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $4,006,968 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $0 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $4,006,968 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.00210 | TotalExpensePct |
Other Communtity Building Acty OtherCommuntityBuildingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $466,076 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $0 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $466,076 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.00030 | TotalExpensePct |
Total Communtity Building Acty TotalCommuntityBuildingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $14,180,555 | TotalCommunityBenefitExpnsAmt |
| Net Community Benefit Expns | $14,180,555 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.00750 | TotalExpensePct |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bad Debt Expense Reported | 0 | BadDebtExpenseReportedInd |
| Bad Debt Expense | $46,740,271 | BadDebtExpenseAmt |
| Reimbursed By Medicare | $307,593,521 | ReimbursedByMedicareAmt |
| Cost Of Care Reimbursed By Medcr | $467,679,026 | CostOfCareReimbursedByMedcrAmt |
| Medicare Surplus Or Shortfall | -$160,085,505 | MedicareSurplusOrShortfallAmt |
Costing Methodology Used CostingMethodologyUsedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cost To Charge Ratio | Yes (X) | CostToChargeRatioInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Written Debt Collection Policy | Yes (1) | WrittenDebtCollectionPolicyInd |
| Financial Assistance Prvsn | Yes (1) | FinancialAssistancePrvsnInd |
Management Co And Jnt Ventures ManagementCoAndJntVenturesGrp (8 entries)
| Primary ActivitiesPrimaryActivitiesTxt | Org Profit Or OwnershipOrgProfitOrOwnershipPct | Physicians Profit Or OwnershipPhysiciansProfitOrOwnershipPct |
|---|---|---|
| 1 HOAG ORTHOPEDIC INST | ||
| SPECIALTY HOSPITAL | 0.51000 | 0.44000 |
| 2 HOI ASC HOLDINGS LL | ||
| HOLDING COMPANY | 0.30600 | 0.26400 |
| 3 MAIN STREET SPECIALT | ||
| SURGERY CENTER | 0.26420 | 0.22790 |
| 4 ORTHOPEDIC SURGERY C | ||
| SURGERY CENTER | 0.27290 | 0.23540 |
| 5 CALIFORNIA SPECIALTY | ||
| SURGERY CENTER | 0.16830 | 0.14520 |
| 6 HOAG ORTHOPEDIC INST | ||
| SURGERY CENTER | 0.15610 | 0.13460 |
| 7 HOAG ORTHOPEDIC NETW | ||
| SURGERY CENTER | 0.51000 | 0.44000 |
| 8 ORTHOCALIFORNIA IPA | ||
| SURGERY CENTER | 0.51000 | 0.44000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Hospital Facilities | 2 | HospitalFacilitiesCnt |
Hospital Facilities HospitalFacilitiesGrp (2 entries)
| FacilityFacilityNum | Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Website AddressWebsiteAddressTxt | State LicenseStateLicenseNum | Licensed HospitalLicensedHospitalInd | General Medical And SurgicalGeneralMedicalAndSurgicalInd | Critical Access HospitalCriticalAccessHospitalInd | Emergency Room24 HrsEmergencyRoom24HrsInd | OtherOtherDesc |
|---|---|---|---|---|---|---|---|---|---|---|---|
| HOAG MEMORIAL HOSPITAL PRESBYTERIAN | |||||||||||
| 1 | ONE HOAG DRIVE | NEWPORT BEACH | CA | 92663 | WWW.HOAG.ORG | CO194920 | Yes (X) | Yes (X) | Yes (X) | Yes (X) | |
| HOAG ORTHOPEDIC INSTITUTE | |||||||||||
| 2 | 16250 SAND CANYON AVENUE | IRVINE | CA | 92618 | WWW.HOAGORTHOPEDICINSTITUTE.COM | 200835010044 | Yes (X) | ORTHOPEDIC HOSPITAL | |||
Hospital Fclty Policies Prctc HospitalFcltyPoliciesPrctcGrp
Hospital Facility Name HospitalFacilityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HOAG MEMORIAL HOSPITAL PRESBYTERIAN | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Facility | 1 | FacilityNum |
| First Licensed CY Or PY | 0 | FirstLicensedCYOrPYInd |
| Tax Exempt Hospital CY Or PY | 0 | TaxExemptHospitalCYOrPYInd |
| CHNA Conducted | Yes (1) | CHNAConductedInd |
| Community Definition | Yes (X) | CommunityDefinitionInd |
| Community Demographics | Yes (X) | CommunityDemographicsInd |
| Existing Resources | Yes (X) | ExistingResourcesInd |
| How Data Obtained | Yes (X) | HowDataObtainedInd |
| Community Health Needs | Yes (X) | CommunityHealthNeedsInd |
| Other Health Issues | Yes (X) | OtherHealthIssuesInd |
| Community Hlth Needs Id Process | Yes (X) | CommunityHlthNeedsIdProcessInd |
| Consulting Process | Yes (X) | ConsultingProcessInd |
| Prior CHNA Impact | Yes (X) | PriorCHNAImpactInd |
| CHNA Conducted | 22 | CHNAConductedYr |
| Take Into Account Others Input | Yes (1) | TakeIntoAccountOthersInputInd |
| CHNA Conducted With Other Fclts | Yes (1) | CHNAConductedWithOtherFcltsInd |
| CHNA Conducted With Non Fclts | 0 | CHNAConductedWithNonFcltsInd |
| CHNA Report Widely Available | Yes (1) | CHNAReportWidelyAvailableInd |
| Rpt Available On Own Website | Yes (X) | RptAvailableOnOwnWebsiteInd |
| Own Website URL | SEE PART V, SECTION C | OwnWebsiteURLTxt |
| Paper Copy Public Inspection | Yes (X) | PaperCopyPublicInspectionInd |
| Implementation Strategy Adopt | Yes (1) | ImplementationStrategyAdoptInd |
| Implementation Strategy Adpt | 23 | ImplementationStrategyAdptYr |
| Strategy Posted Website | Yes (1) | StrategyPostedWebsiteInd |
| Strategy Website URL | SEE PART V, SECTION C | StrategyWebsiteURLTxt |
| Organization Incur Excise Tax | 0 | OrganizationIncurExciseTaxInd |
| Elig Criteria Explained | Yes (1) | EligCriteriaExplainedInd |
| FPG Family Incm Lmt Free Dscnt | Yes (X) | FPGFamilyIncmLmtFreeDscntInd |
| FPG Family Incm Lmt Free Care | 200.000000000000 | FPGFamilyIncmLmtFreeCarePct |
| FPG Family Incm Lmt Dscnt Care | 400.000000000000 | FPGFamilyIncmLmtDscntCarePct |
| Medical Indigency Criteria | Yes (X) | MedicalIndigencyCriteriaInd |
| Insurance Status Criteria | Yes (X) | InsuranceStatusCriteriaInd |
| Underinsurance Stat Criteria | Yes (X) | UnderinsuranceStatCriteriaInd |
| Other Criteria | Yes (X) | OtherCriteriaInd |
| Explained Basis | Yes (1) | ExplainedBasisInd |
| App Financial Asst Expln | Yes (1) | AppFinancialAsstExplnInd |
| Described Info | Yes (X) | DescribedInfoInd |
| Described Suprt Doc | Yes (X) | DescribedSuprtDocInd |
| Provided Hospital Contact | Yes (X) | ProvidedHospitalContactInd |
| Provided Nonprofit Contact | Yes (X) | ProvidedNonprofitContactInd |
| Other Method | Yes (X) | OtherMethodInd |
| Includes Publicity Measures | Yes (1) | IncludesPublicityMeasuresInd |
| FAP Available On Website | Yes (X) | FAPAvailableOnWebsiteInd |
| FAP Available On Website URL | SEE PART V, SECTION C | FAPAvailableOnWebsiteURLTxt |
| FAP App Available On Website | Yes (X) | FAPAppAvailableOnWebsiteInd |
| FAP App Available On Website URL | SEE PART V, SECTION C | FAPAppAvailableOnWebsiteURLTxt |
| FAP Summary On Website | Yes (X) | FAPSummaryOnWebsiteInd |
| FAP Summary On Website URL | SEE PART V, SECTION C | FAPSummaryOnWebsiteURLTxt |
| FAP Avlbl On Request No Charge | Yes (X) | FAPAvlblOnRequestNoChargeInd |
| FAP App Avlbl On Request No Chrg | Yes (X) | FAPAppAvlblOnRequestNoChrgInd |
| FAP Sum Avlbl On Request No Chrg | Yes (X) | FAPSumAvlblOnRequestNoChrgInd |
| Notified FAP Copy Bill Display | Yes (X) | NotifiedFAPCopyBillDisplayInd |
| Communtity Notified FAP | Yes (X) | CommuntityNotifiedFAPInd |
| FAP Translated | Yes (X) | FAPTranslatedInd |
| FAP Actions On Nonpayment | Yes (1) | FAPActionsOnNonpaymentInd |
| Permit No Actions | Yes (X) | PermitNoActionsInd |
| Collection Activities | 0 | CollectionActivitiesInd |
| Provided Written Notice | Yes (X) | ProvidedWrittenNoticeInd |
| Made Effort Orally Notify | Yes (X) | MadeEffortOrallyNotifyInd |
| Processed FAP Application | Yes (X) | ProcessedFAPApplicationInd |
| Made Presumptive Elig Determ | Yes (X) | MadePresumptiveEligDetermInd |
| Nondis Emergency Care Policy | Yes (1) | NondisEmergencyCarePolicyInd |
| Prospective Medicare Medicaid | Yes (X) | ProspectiveMedicareMedicaidInd |
| Amounts Generally Billed | 0 | AmountsGenerallyBilledInd |
| Gross Charges | 0 | GrossChargesInd |
Supplemental Information SupplementalInformationGrp (11 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART V, SECTION B, LINE 3E | THE SIGNIFICANT HEALTH NEEDS ARE A PRIORITIZED DESCRIPTION OF THE SIGNIFICANT HEALTH NEEDS OF THE COMMUNITY AND IDENTIFIED THROUGH THE CHNA. |
| SCHEDULE H, PART V, SECTION B, LINE 5 | INPUT FROM COMMUNITY REPRESENTATIVES TARGETED INTERVIEWS, SURVEY TOOLS, AND FOCUS GROUPS WERE USED TO GATHER INFORMATION AND OPINIONS FROM PERSONS WHO REPRESENT THE BROAD INTERESTS OF THE COMMUNITY SERVED BY HOAG MEMORIAL HOSPITAL PRESBYTERIAN. HOAG UTILIZED A MIXED-METHODS APPROACH TO CONDUCT THE COMMUNITY HEALTH NEEDS ASSESSMENT. THE FOLLOWING DATA SOURCES INFORMED THIS REPORT: - KEY STAKEHOLDER INTERVIEWS: SEMI-STRUCTURED INTERVIEWS WERE CONDUCTED WITH 18 INDIVIDUALS. INTERVIEWEES WERE SELECTED IN COLLABORATION WITH HOAG HOSPITAL COMMUNITY BENEFIT STAFF. INTERVIEWS WERE CONDUCTED TO OBTAIN INFORMATION ABOUT THE HEALTH NEEDS OF ORANGE COUNTY RESIDENTS FROM A SYSTEMS-LEVEL PERSPECTIVE. PARTICIPATING INTERVIEWEES REPRESENTED THE FOLLOWING: HEALTH EDUCATORS/SERVICE PROVIDERS, MEDICAL RESEARCH, EXECUTIVE DIRECTORS/CEO'S OF COMMUNITY ORGANIZATIONS, LOCAL FUNDING AGENCIES, HEALTH SERVICES COORDINATORS, COUNTY HEALTH OFFICER, COUNTY PUBLIC HEALTH NURSE, MENTAL HEALTH SPECIALISTS, AND CITY OFFICIALS.- PROVIDER SURVEY. THE PROVIDER SURVEY WAS DEVELOPED AND ADMINISTERED ONLINE TO INDIVIDUALS AT ORGANIZATIONS/DEPARTMENTS THAT PROVIDE HEALTH SERVICES TO COMMUNITY MEMBERS. THE SURVEY WAS DISTRIBUTED TO A WIDE RANGE OF COUNTY, PRIVATE, AND NON-PROFIT AGENCIES WHO SERVE RESIDENTS OF ORANGE COUNTY. THE SURVEY WAS AVAILABLE IN 6 LANGUAGES. DURING THE TWO-MONTH SURVEY ADMINISTRATION TIMEFRAME, A TOTAL OF 210 RESPONSES WERE COLLECTED AND USED FOR ANALYSIS. THE PURPOSE OF THE SURVEY WAS TO OBTAIN PROVIDERS' PERSPECTIVES AND EXPERIENCES REGARDING PRIORITY HEALTH NEEDS, AND THE AVAILABILITY AND PROVISION OF HEALTH SERVICES THROUGHOUT ORANGE COUNTY.- COMMUNITY MEMBER SURVEY. THE COMMUNITY SURVEY WAS DEVELOPED BY ADVANCEOC AND DISTRIBUTED ONLINE. THE SURVEY WAS TRANSLATED INTO 10 LANGUAGES AND ADMINISTERED TO COMMUNITY MEMBERS THROUGH DIRECT OUTREACH AT COMMUNITY EVENTS, CANVASSING, EMAIL, AND SOCIAL MEDIA. THE SURVEY WAS DISTRIBUTED THROUGH A WIDE RANGE OF COUNTY, PRIVATE, AND NON-PROFIT AGENCIES WHO SERVE RESIDENTS OF ORANGE COUNTY. A TOTAL OF 806 RESPONSES WERE COLLECTED.- FOCUS GROUPS. THE STUDY TEAM CONDUCTED NINE FOCUS GROUPS IN ORANGE COUNTY IN AUGUST 2022 WITH 98 PARTICIPANTS. EACH SESSION LASTED APPROXIMATELY 1 HOUR AND WAS RECORDED AND TRANSCRIBED USING IN-LANGUAGE NOTE TAKING. THREE FOCUS GROUPS WERE CONDUCTED IN SPANISH, 1 IN CHINESE (MANDARIN) AND 1 IN FARSI (PERSIAN). |
| SCHEDULE H, PART V, SECTION B, LINE 6 | HOAG MEMORIAL HOSPITAL PRESBYTERIAN AND HOAG ORTHOPEDIC INSTITUTE CONDUCTED A COMBINED CHNA. |
| SCHEDULE H, PART V, SECTION B, LINE 7A | FACILITY 1HTTPS://WWW.HOAG.ORG/ABOUT-HOAG/COMMUNITY-BENEFIT/REPORTSFACILITY 2HTTPS://WWW.HOAG.ORG/ABOUT-HOAG/COMMUNITY-BENEFIT/REPORTS |
| SCHEDULE H, PART V, SECTION B, LINE 10A | FACILITY 1HTTPS://WWW.HOAG.ORG/ABOUT-HOAG/COMMUNITY-BENEFIT/REPORTSFACILITY 2HTTPS://WWW.HOAG.ORG/ABOUT-HOAG/COMMUNITY-BENEFIT/REPORTS |
| SCHEDULE H, PART V, SECTION B, LINE 11 | THE 2022 CHNA IDENTIFIED THE FOLLOWING AS HOAG'S PRIORITIZED SIGNIFICANT NEEDS TO BE ADDRESSED: MENTAL HEALTH AND BEHAVIORAL HEALTH, ACCESS TO CARE, AND CANCER/CHRONIC DISEASE. FOR EACH HEALTH NEED THE HOSPITALS PLAN TO ADDRESS, THE STRATEGIES BELOW OUTLINE THE ACTIONS THE HOSPITALS INTEND TO TAKE, INCLUDING PROGRAMS AND RESOURCES IT PLANS TO COMMIT AND PLANNED COLLABORATION WITH OTHER ORGANIZATIONS. MENTAL HEALTH AND BEHAVIORAL HEALTH STRATEGIES:1) PROVIDE MENTAL HEALTH CARE SERVICES THROUGH HOAG'S MENTAL HEALTH CENTER PRIMARILY FOCUSED ON THE LOW-INCOME POPULATION2) PROVIDE FUNDING AND/OR IN-KIND SUPPORT TO COMMUNITY NONPROFIT ORGANIZATIONS THAT FOCUS ON MENTAL HEALTH THAT GOES BEYOND OUR SCOPE OF CARE. THIS INCLUDES PARTNERSHIPS WITH LOCAL FQHCS AND BE WELL OC.3) PROVIDE WORKFORCE DEVELOPMENT OPPORTUNITIES (INTERNSHIPS, INTERNAL AND EXTERNAL PROFESSIONAL DEVELOPMENT) FOR THE MENTAL HEALTH PROFESSION. 4) USE EXISTING PATHWAYS TO EXPAND OUR CONTINUUM OF CARE FOR MENTAL HEALTH.ACCESS TO CARE STRATEGIES:1) PROVIDE FINANCIAL ASSISTANCE THROUGH FREE AND DISCOUNTED CARE FOR HEALTH CARE SERVICES, CONSISTENT WITH THE HOSPITAL'S FINANCIAL ASSISTANCE POLICY. 2) OFFER INFORMATION AND ENROLLMENT ASSISTANCE FOR NO COST AND LOW-COST INSURANCE PROGRAMS. 3) PROVIDE FUNDING AND/OR IN-KIND SUPPORT TO COMMUNITY CLINICS. 4) PROVIDE FUNDING AND/OR IN-KIND SUPPORT TO COMMUNITY NONPROFIT ORGANIZATIONS THAT REDUCE BARRIERS TO ACCESSING CARE. 5) PROVIDE PARTNERS WITH SPACE AND RESOURCES AT THE MELINDA HOAG SMITH CENTER FOR HEALTHY LIVING. 6) PROVIDE TRANSPORTATION SUPPORT FOR SENIORS TO INCREASE ACCESS TO HEALTH CARE SERVICES.CANCER AND CHRONIC DISEASE STRATEGIES:1) PROVIDE FUNDING AND/OR IN-KIND SUPPORT TO COMMUNITY CLINICS. 2) PROVIDE FUNDING AND/OR IN-KIND SUPPORT TO COMMUNITY NONPROFIT ORGANIZATIONS THAT FOCUS ON CANCER/CHRONIC DISEASE PREVENTION AND MANAGEMENT. 3) PROVIDE PARTNERS WITH SPACE AND RESOURCES AT THE MELINDA HOAG SMITH CENTER FOR HEALTHY LIVING. 4) OFFER CHRONIC DISEASE PREVENTION, MANAGEMENT, EDUCATION, CARE NAVIGATION, SCREENINGS AND SUPPORT GROUPS. 5) CONTINUE TO PROVIDE WELLNESS AND PREVENTION PROGRAMS TO VULNERABLE COMMUNITIES.TO ACCOMPLISH SOME OF THESE STRATEGIES HOAG WILL ALSO COLLABORATE WITH COMMUNITY PARTNERS. SHARING RESOURCES AND ENHANCING THE CAPACITY OF PARTNER ORGANIZATIONS SUPPORTS THE ACHIEVEMENTS OF OUR GOALS. POTENTIAL COLLABORATIVE PARTNERS INCLUDE, BUT ARE NOT LIMITED TO:- FEDERALLY QUALIFIED HEALTH CENTERS (FQHCS) - OC PUBLICLY FUNDED HEALTH INSURANCE PLAN - CAL OPTIMA- BE WELL OC- ORANGE COUNTY HEALTH CARE AGENCY - COMMUNITY HEALTH CENTERS AND COMMUNITY CLINICS - COMMUNITY-BASED ORGANIZATIONS- FAITH BASED ORGANIZATIONS- FAMILY RESOURCE CENTERS- LOCAL MUNICIPALITIES- MENTAL HEALTH ASSOCIATIONS- SCHOOL DISTRICTS AND SCHOOLS- LOCAL FOOD BANKS - SENIOR CENTERS AND ADULT DAY CENTERS - ADVOCACY GROUPSKNOWING THAT THERE ARE NOT SUFFICIENT RESOURCES TO ADDRESS ALL THE IDENTIFIED COMMUNITY HEALTH NEEDS, HOAG CHOSE TO CONCENTRATE ON THOSE HEALTH NEEDS THAT CAN BE ADDRESSED EFFECTIVELY GIVEN THE FACILITIES' AREAS OF FOCUS AND EXPERTISE. THE FOLLOWING COMMUNITY HEALTH NEEDS IDENTIFIED IN THE 2022 CHNA WILL NOT BE PRIORITIZED, HOWEVER AN EXPLANATION IS PROVIDED BELOW ON VARIOUS EFFORTS THAT ADDRESS THESE NEEDS:- COMMUNITY AND FAMILY SAFETY- OTHER ORGANIZATIONS IN THE COMMUNITY HAVE THE EXPERTISE AND COMPETENCY TO EFFECTIVELY ADDRESS THESE NEEDS. HOAG PARTNERS WITH HUMAN OPTIONS IN PROVIDING SUPPORT GROUPS AND WORKSHOPS AT THE MELINDA HOAG SMITH CENTER FOR HEALTHY LIVING FOCUSED ON DOMESTIC VIOLENCE PREVENTION AND PARENTING CLASSES. - COVID-19/CONTAGIOUS AND INFECTIOUS DISEASES-WHILE HOAG IS NOT PRIORITIZING COVID-19 IN THE IMPLEMENTATION PLAN AT THIS POINT IN THE PANDEMIC, HOAG WILL CONTINUE TO DELIVER VACCINES, TESTING, AND MEDICAL CARE TO ADDRESS COVID-19 IN THE COMMUNITY. HOAG WILL ALSO CONNECT WITH LOCAL CLINICS AND THE ORANGE COUNTY HEALTH CARE AGENCY TO REFER OUT SERVICES TO ADDRESS THESE UNMET NEEDS. - ECONOMIC INSECURITY- HOAG PARTNERS WITH THE SECOND HARVEST FOOD BANK TO PROVIDE FRESH PRODUCE AND GROCERIES TWICE A MONTH TO THOSE IN NEED. HOAG WILL PARTNER WITH CAL OPTIMA HEALTH PLAN TO LAUNCH THE MEDICALLY TAILORED MEAL PROGRAM FOR ELIGIBLE PATIENTS UPON HOSPITAL DISCHARGE. IN ADDITION, HOAG HOSTS A DIAPER DISTRIBUTION IN PARTNERSHIP WITH COMMUNITY ACTION PARTNERSHIP OC TO PROVIDE DIAPERS TO THOSE FAMILIES IN NEED. HOAG ALSO PARTNERS WITH CIELO, A NONPROFIT ORGANIZATION THAT PROVIDES EDUCATIONAL WORKSHOPS RELATED TO WORKFORCE DEVELOPMENT, BUSINESS AND ENTREPRENEURIAL SKILLS, AND FINANCIAL AND COMPUTER LITERACY. PROJECT SELF SUFFICIENCY IS ANOTHER COLLABORATIVE PARTNER THAT PROVIDES SUPPORT AND RESOURCES FOR SINGLE PARENTS ENROLLED IN COLLEGE. HOAG IS ALSO STARTING A NEW PARTNERSHIP WITH UNITED WAY'S SPARK POINT PROGRAM TO ADVANCE ECONOMIC SECURITY FOR LOW-INCOME AND UNDER RESOURCED FAMILIES. - ENVIRONMENT/CLIMATE CHANGE- OTHER ORGANIZATIONS IN THE COMMUNITY ARE ADDRESSING THIS NEED. - HOUSING AND HOMELESSNESS- HOAG PARTNERS WITH SHARE OUR SELVES AND FAMILIES FORWARD TO PROVIDE RENTAL AND MOTEL ASSISTANCE TO THOSE ELIGIBLE APPLICANTS. HOAG ALSO PARTNERS WITH SERVING PEOPLE IN NEED (SPIN) TO PROVIDE GUIDED ASSISTANCE TO PERMANENT HOUSING PLACEMENT. |
| SCHEDULE H, PART V, SECTION B, LINE 13H | HOAG PROVIDES FINANCIAL ASSISTANCE TO UNINSURED AND UNDERINSURED PATIENTS WHOSE FAMILY INCOME IS AT OR BELOW 400% OF THE FEDERAL POVERTY LEVEL (FPL). FOR INSURED PATIENTS WITH FAMILY INCOMES UP TO 400% OF THE FPL, FINANCIAL ASSISTANCE MAY ALSO BE AVAILABLE IF THEY INCUR HIGH MEDICAL COSTS, AS DEFINED BY CALIFORNIA LAW. ADDITIONALLY, THE POLICY ALLOWS FOR DISCRETIONARY DETERMINATIONS OF CHARITY CARE BASED ON INDIVIDUAL PATIENT CIRCUMSTANCES, CONSISTENT WITH THE PRINCIPLES OUTLINED IN THE FINANCIAL ASSISTANCE PROGRAM. |
| SCHEDULE H, PART V, SECTION B, LINE 15E | PATIENTS MAY APPLY FOR FINANCIAL ASSISTANCE BY COMPLETING A FINANCIAL ASSISTANCE PROGRAM (FAP) APPLICATION. APPLICATIONS ARE AVAILABLE THROUGH MULTIPLE CHANNELS, INCLUDING THE HOAG AND HOAG ORTHOPEDIC INSTITUTE WEBSITES, MYCHART, FINANCIAL COUNSELORS, AND BY REQUEST VIA MAIL. PATIENTS MAY ALSO CONTACT HOAG'S PATIENT FINANCIAL SERVICES CALL CENTER AT (949) 764-8400 FOR HOAG OR (949) 764-8404 FOR HOI, OR EMAIL PFS@HOAG.ORG TO REQUEST ASSISTANCE. DESIGNATED PERSONNEL ARE AVAILABLE TO HELP PATIENTS COMPLETE THE APPLICATION AND DETERMINE ELIGIBILITY FOR CHARITY CARE, DISCOUNTED PAYMENT, OR GOVERNMENT-FUNDED PROGRAMS, AS APPLICABLE. |
| SCHEDULE H, PART V, SECTION B, LINE 16A | FACILITY 1HTTPS://WWW.HOAG.ORG/PATIENTS-VISITORS/BILLING-INFORMATION/FINANCIAL-ASSISTANCE-CHARITY-CARE/FACILITY 2HTTPS://WWW.HOAGORTHOPEDICINSTITUTE.COM/FOR-PATIENTS/BILLING-AND-INSURANCE/FINANCIAL-ASSISTANCE/ |
| SCHEDULE H, PART V, SECTION B, LINE 16B | FACILITY 1HTTPS://WWW.HOAG.ORG/PATIENTS-VISITORS/BILLING-INFORMATION/FINANCIAL-ASSISTANCE-CHARITY-CARE/FACILITY 2HTTPS://WWW.HOAGORTHOPEDICINSTITUTE.COM/FOR-PATIENTS/BILLING-AND-INSURANCE/FINANCIAL-ASSISTANCE/ |
| SCHEDULE H, PART V, SECTION B, LINE 16C | FACILITY 1HTTPS://WWW.HOAG.ORG/PATIENTS-VISITORS/BILLING-INFORMATION/FINANCIAL-ASSISTANCE-CHARITY-CARE/FACILITY 2HTTPS://WWW.HOAGORTHOPEDICINSTITUTE.COM/FOR-PATIENTS/BILLING-AND-INSURANCE/FINANCIAL-ASSISTANCE/ |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Facility | 14 | FacilityNum |
Oth Hlth Care Fclts Not Hospital OthHlthCareFcltsNotHospitalGrp
Oth Hlth Care Fclts OthHlthCareFcltsGrp (14 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | FacilityFacilityTxt |
|---|---|---|---|---|
| 1 - MAIN ST SPECIALTY SURGERY CENTER | ||||
| 280 MAIN STREET 100 | ORANGE | CA | 92660 | OUTPATIENT SURGERY CENTER |
| 2 - ORTHOPEDIC SURGERY CENTER OF OC | ||||
| 22 CORPORATE PLAZA DR STE 150 | NEWPORT BEACH | CA | 92660 | OUTPATIENT ORTHOPEDIC SURGERY CENTER |
| 3 - DIAGNOSTIC & INTERVENTIONAL SURGICAL CTR | ||||
| 13160 MINDANAO WAY STE 150 | MARINA DEL REY | CA | 90292 | OUTPATIENT SURGERY CENTER |
| 4 - CALIFORNIA SPECIALTY SURGERY CENTER | ||||
| 26371 CROWN VALLEY PARKWAY | MISSION VIEJO | CA | 92691 | OUTPATIENT SURGERY CENTER |
| 5 - NEWPORT IMAGING CENTER | ||||
| 360 SAN MIGUEL | NEWPORT BEACH | CA | 92660 | IMAGING CENTER |
| 6 - HOAG ORTHOPEDIC INS SURGERY CTR BH | ||||
| 9090 WILSHIRE BLVD SUITE 102 | BEVERLY HILLS | CA | 90211 | OUTPATIENT ORTHOPEDIC SURGERY CENTER |
| 7 - HOAG OUTPATIENT CENTERS LLC | ||||
| 500 SUPERIOR AVE SUITE 120 | NEWPORT BEACH | CA | 92663 | OUTPATIENT SURGERY CENTER |
| 8 - NEWPORT BEACH ENDOSCOPY CENTER LLC | ||||
| 1525 SUPERIOR AVE SUITE 114 | NEWPORT BEACH | CA | 92663 | OUTPATIENT SURGERY CENTER |
| 9 - IRVINE ENDOSCOPY PARTNERS LLC | ||||
| 16405 SAND CANYON AVE SUITE 110 | IRVINE | CA | 92618 | OUTPATIENT SURGERY CENTER |
| 10 - IRVINE SURGICAL PARTNERS LLC | ||||
| 16405 SAND CANYON AVE SUITE 100 | IRVINE | CA | 92618 | OUTPATIENT SURGERY CENTER |
| 11 - NEWPORT SURGICAL PARTNERS LLC | ||||
| 1901 NEWPORT BOULEVARD SUITE 120 | COASTA MESA | CA | 92627 | OUTPATIENT SURGERY CENTER |
| 12 - NEWPORT BAY SURGERY CENTER LLC | ||||
| 3333 W PACIFIC COAST HWY SUITE 100 | NEWPORT BEACH | CA | 92663 | OUTPATIENT SURGERY CENTER |
| 13 - MISSION VIEJO ENDOSCOPY PARTNERS LLC | ||||
| 27401 LOS ALTOS SUITE 200 | MISSION VIEJO | CA | 92691 | OUTPATIENT SURGERY CENTER |
| 14 - COASTAL ENDOSCOPY PARTNERS LLC | ||||
| 27401 LOS ALTOS SUITE 200 | MISSION VIEJO | CA | 92691 | OUTPATIENT SURGERY CENTER |
Supplemental Information Detail SupplementalInformationDetail (10 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 3C: | IN ACCORDANCE WITH THE FINANCIAL ASSISTANCE PROGRAM (FAP), ELIGIBILITY FOR FREE OR DISCOUNTED CARE MAY BE GRANTED IN CASES INVOLVING CATASTROPHIC MEDICAL EXPENSES. ADDITIONALLY, SPECIAL CIRCUMSTANCESSUCH AS DISABILITY, HOMELESSNESS, OR OTHER SIGNIFICANT SOCIAL OR MEDICAL FACTORSMAY BE CONSIDERED IN DETERMINING A PATIENT'S ELIGIBILITY FOR FINANCIAL ASSISTANCE. |
| PART I, LINE 7: | HOAG UTILIZES A RELATIVE VALUE UNIT (RVU) COST ACCOUNTING METHOD TO ALLOCATE EXPENSES. UNDER THIS APPROACH, RVUS ARE ASSIGNED TO CHARGE CODES POSTED BY EACH COST CENTER, AND EXPENSES FROM THE GENERAL LEDGER ARE ALLOCATED TO THE COST CENTERS BASED ON A WEIGHTED RVU SYSTEM. THIS METHOD CAPTURES ALL DIRECT COSTS ASSOCIATED WITH PATIENT CARE. INDIRECT OR OVERHEAD COSTS, WHICH ORIGINATE FROM COST CENTERS THAT DO NOT DIRECTLY PROVIDE PATIENT SERVICES, ARE ALLOCATED TO DIRECT COST CENTERS ACCORDING TO THEIR RESOURCE UTILIZATION. THIS COST ALLOCATION METHODOLOGY IS APPLIED CONSISTENTLY ACROSS ALL HOSPITAL PATIENTS, REGARDLESS OF PATIENT TYPE (INPATIENT, OUTPATIENT, ETC.) OR PAYER CATEGORY. |
| PART III, LINE 2: | THE ORGANIZATION CALCULATES BAD DEBT EXPENSE BASED ON A COMBINATION OF FACTORS, INCLUDING ACTUAL WRITE-OFFS OF UNCOLLECTIBLE ACCOUNTS IN ACCORDANCE WITH OUR BAD DEBT POLICY, RECOVERIES OF PREVIOUSLY WRITTEN-OFF BAD DEBTS, AND ESTIMATES OF RESERVES FOR AGED ACCOUNTS. THESE ESTIMATES ARE DETERMINED BY CONSIDERING THE FINANCIAL CLASS OF THE ACCOUNT AND THE TIME ELAPSED SINCE THE PATIENT'S DISCHARGE. |
| PART III, LINE 8: | MEDICARE PROGRAM COSTS ARE COMPUTED ON THE ANNUAL COST REPORT IN A PRECISE MANNER. ROUTINE SERVICE COSTS ARE DERIVED BY MULTIPLYING MEDICARE VOLUME, IN THIS CASE PATIENT DAYS, BY THE COST PER DAY CALCULATED ON THE COST REPORT FOR EACH PARTICULAR SERVICE TYPE (ADULTS & PEDS, ICU, CCU, ETC.). ANCILLARY COSTS ARE DERIVED BY MULTIPLYING MEDICARE VOLUME, IN THIS CASE GROSS CHARGES, BY THE SPECIFIC COST-TO-CHARGE RATIO FOR EACH DISTINCT ANCILLARY SERVICE. THE FULLY LOADED COSTS (DIRECT AND OVERHEAD ALLOCATION) FOR ROUTINE AND ANCILLARY SERVICES RENDERED TO MEDICARE PATIENTS IS LINED UP WITH MEDICARE PAYMENTS RECEIVED TO ARRIVE AT THE COMPUTED SHORTFALL. |
| PART III, LINE 9B: | PATIENTS IN THE PROCESS OF QUALIFYING FOR GOVERNMENT FINANCIAL ASSISTANCE OR THE FA PROGRAM WILL NOT BE ASSIGNED TO COLLECTIONS PRIOR TO 180 DAYS FROM THE DATE OF INITIAL POST-DISCHARGE/TREATMENT BILLING. IF A PATIENT IS ATTEMPTING TO QUALIFY FOR ELIGIBILITY UNDER THE FINANCIAL ASSISTANCE PROGRAM AND IS ATTEMPTING IN GOOD FAITH TO SETTLE AN OUTSTANDING BILL WITH HOAG BY NEGOTIATING AN EXTENDED PAYMENT PLAN OR BY MAKING REGULAR PARTIAL PAYMENTS OF A REASONABLE AMOUNT, HOAG SHALL NOT SEND THE UNPAID BILL TO ANY COLLECTION AGENCY OR OTHER ASSIGNEE, UNLESS THAT ENTITY HAS AGREED TO COMPLY WITH GUIDELINES OUTLINED IN CALIFORNIA HEALTH AND SAFETY CODE SECTION 127400 ET SEQ. INSURED OR UNINSURED PATIENTS, WHO AT THE SOLE DISCRETION OF HOAG ARE REASONABLY COOPERATING TO SETTLE AN OUTSTANDING HOSPITAL BILL BY MAKING REGULAR AND REASONABLE PAYMENTS TOWARDS THEIR OUTSTANDING HOSPITAL BILL, WILL NOT BE SENT TO AN OUTSIDE COLLECTION AGENCY IF DOING SO WOULD NEGATIVELY IMPACT THE PATIENT'S CREDIT. |
| SCHEDULE H, PART VI, LINE 2 | NEEDS ASSESSMENT HMHP CONDUCTED A NEW 2022 COMMUNITY HEALTH NEEDS ASSESSMENT AND DEVELOPED A RELATED IMPLEMENTATION STRATEGY THAT WAS ADOPTED MAY 2023. PRIORITIZED NEEDS FROM THIS CHNA WILL BE USED TO PLAN AND EVALUATE PROGRAMMING FOR 3 YEARS, 2023-2025. A DESCRIPTION OF HOW THEY ARE BEING ADDRESSED WILL BE PROVIDED WITH THE SCHEDULE H EACH TAX YEARS. HMHP'S 2022 CHNA AND 2023-2025 IMPLEMENTATION STRATEGIES MAY BE VIEWED ONLINE AT: HTTPS://WWW.HOAG.ORG/ABOUT-HOAG/COMMUNITY-BENEFIT/REPORTSIN ADDITION TO THE COMMUNITY WIDE NEEDS ASSESSMENT CONDUCTED EVERY THREE YEARS, HOAG CONTINUALLY ASSESSES THE HEALTHCARE NEEDS OF THE COMMUNITY IN VARIOUS WAYS. MANY OF THE COMMUNITY HEALTH STAFF SERVE ON BOARD OF DIRECTORS, COMMITTEES, AND ADVISORY ROLES OF NONPROFIT OR COMMUNITY ORGANIZATIONS WHICH ALLOWS THEM TO BE ACTIVELY ENGAGED WITH THE COMMUNITY AS WELL AND PROVIDE SUPPORT AND STRATEGIC DIRECTION. CLIENTS THAT ACCESS SERVICESAT THE MELINDA HOAG SMITH CENTER FOR HEALTHY LIVING ALSO COMPLETE A SCREENING TOOL WHICH ALLOWS US TO ASSESS FUTURE PROGRAMMING NEEDS FOR THE COMMUNITY. COMMUNITY HEALTH STAFF ALSO HOLD A SEAT WITH THE ORANGE COUNTY HEALTH CARE AGENCY'S POPULATION HEALTH COLLABORATIVE COMMITTEE AND ORANGE COUNTY GRANTMAKERS WHICH BRINGS TOGETHER VARIOUS HEALTH RELATEDORGANIZATIONS AND PHILANTHROPIC FUNDERS TO DISCUSS COMMUNITY NEEDS, PROGRAMMING AND COLLABORATIVE OPPORTUNITIES. HOAG'S CENTER FOR HEALTHY LIVING ALSO HOSTS A MONTHLY PROFESSIONAL NETWORK RESOURCE EXCHANGE MEETING WHICH BRINGS TOGETHER COMMUNITY LEADERS FROM THE NONPROFIT SECTOR, LOCAL SCHOOL DISTRICTS, AND HEALTH RELATED SERVICES TO DISCUSSRECENT HEALTH TRENDS AND OPPORTUNITIES TO MEET THOSE NEEDS. COMMUNITY HEALTH STAFF ALSO INTERFACES WITH VARIOUS CITY OFFICIALS IN ORANGE COUNTY WHICH ALLOWS HOAG TO BE ENGAGED AND COLLABORATE ON ISSUES THAT ARISE. OUR ROBUST COMMUNITY BENEFIT GRANTS PROGRAM ALSO PROVIDES US WITH A LENS INTO COMMUNITY NEED AS WE INTERFACE WITH OVER 50 NON-PROFIT ORGANIZATIONS WHO APPLY FOR PROGRAM FUNDING. THE APPLICATION PROCESS FOR FUNDING PROVIDES US WITH A LEARNING OPPORTUNITY ABOUT THE ORGANIZATIONS MISSION AS WELL AS GAPS AND NEEDS THEIR COMMUNITY IS FACED WITH. |
| SCHEDULE H, PART VI, LINE 3 | HOAG PROVIDES FINANCIAL ASSISTANCE TO UNINSURED AND UNDERINSURED PATIENTS WHOSE FAMILY INCOME IS AT OR BELOW 400% OF THE FEDERAL POVERTY LEVEL (FPL). FOR INSURED PATIENTS WITH FAMILY INCOMES UP TO 400% OF THE FPL, FINANCIAL ASSISTANCE MAY ALSO BE AVAILABLE IF THEY INCUR HIGH MEDICAL COSTS, AS DEFINED BY CALIFORNIA LAW.HOAG INFORMS AND EDUCATES PATIENTS ABOUT THE AVAILABILITY OF FINANCIAL ASSISTANCE THROUGH THE FOLLOWING METHODS:* PUBLIC NOTICES: FINANCIAL ASSISTANCE NOTICES ARE PROMINENTLY POSTED IN ENGLISH AND SPANISH IN PUBLIC ADMISSION AREAS AT HOAG HOSPITALS, HOAG ORTHOPEDIC INSTITUTE AND THE MELINDA HOAG SMITH CENTER FOR HEALTHY LIVING.* BILLING STATEMENTS: PATIENT BILLING STATEMENTS INCLUDE A CLEAR AND CONSPICUOUS NOTICE ABOUT THE AVAILABILITY OF HOAG'S FINANCIAL ASSISTANCE PROGRAM, ALONG WITH APPROPRIATE CONTACT INFORMATION* IN-PERSON AND REMOTE SUPPORT: PATIENTS MAY VISIT PATIENT FINANCIAL SERVICES TO MEET WITH A FINANCIAL COUNSELOR OR CONTACT HOAG'S PATIENT FINANCIAL SERVICES CALL CENTER FOR ASSISTANCE WITH FINANCIAL ASSISTANCE OPTIONS.* GOVERNMENT PROGRAM SCREENING: HOAG MEMORIAL HOSPITAL PRESBYTERIAN (HMHP) DISCUSSES THE AVAILABILITY OF GOVERNMENT-SPONSORED PROGRAMS SUCH AS MEDICAID WITH PATIENTS AND ASSISTS WITH THE QUALIFICATION PROCESS WHEN APPLICABLE. |
| SCHEDULE H, PART VI, LINE 4 | COMMUNITY INFORMATION HOAG'S COMMUNITY, AS DEFINED FOR THE PURPOSE OF THE COMMUNITY HEALTH NEEDS ASSESSMENT INCLUDES 88 ZIP CODES AND ALL 582 CENSUS TRACTS IN ORANGE COUNTY. HOAG'S PATIENT POPULATION COMES FROM ALL 34 CITIES AND UNINCORPORATED COMMUNITIES IN ORANGE COUNTY. AMONG THE TOP 5 CITIES SERVED BY HOAG (IRVINE, HUNTINGTON BEACH, COSTA MESA, NEWPORT BEACH AND SANTA ANA), THE AVERAGE AGE OF PATIENTS RANGES FROM 29 YEARS TO 48 YEARS OLD WITH YOUNGER PATIENTS ON AVERAGE RESIDING IN THE CITIES OF COSTA MESA AND SANTA ANA. AMONG HOAG'S OBSTETRICIAN VISITS, THE AVERAGEAGE OF COSTA MESA AND SANTA ANA PATIENTS IS 29 YEARS. FOR EMERGENCY DEPARTMENT VISITS, THE YOUNGEST PATIENTS RESIDE IN COSTA MESA AND IRVINE AND THE OLDEST PATIENTS RESIDE IN NEWPORT BEACH. THE NUMBER OF MEDICAID PATIENTS RANGE FROM 8% IN THE CITIES OF HUNTINGTON BEACH AND IRVINE TO AS MUCH AS 25% AND 21% IN THE CITIES OF COSTA MESA AND SANTA ANA, RESPECTIVELY. MEDICAID PATIENTS SKEW FEMALE, AND THEY TEND TO REPRESENT A HIGHER PERCENTAGE OF PATIENTS VISITING THE EMERGENCY DEPARTMENT.ORANGE COUNTY IS HOME TO 3.19 MILLION PEOPLE PER THE LATEST 2020 DECENNIAL CENSUS WITH A MEDIAN AGE OF 38.3 YEARS. THE 2020 CENSUS SHOWS 45% OF ORANGE COUNTY'S POPULATION IS WHITE, WHILE 55% REPRESENT ANOTHER RACIAL GROUP OR MULTI-RACIAL GROUPS. THE COUNTY'S LARGEST NON-WHITE ETHNIC AND RACIAL GROUPS ARE HISPANIC/LATINO AND ASIAN NATIVE HAWAIIAN AND PACIFIC ISLANDER. APPROXIMATELY 34% OF ORANGE COUNTY RESIDENTS CONSIDER THEMSELVES OF HISPANIC ETHNICITY, WHILE 22% ARE ASIAN NATIVE HAWAIIAN AND PACIFIC ISLANDER. ALTOGETHER, AROUND 30% OF RESIDENTS INORANGE COUNTY ARE FOREIGN-BORN, AND ABOUT 45% SPEAK A LANGUAGE OTHER THAN ENGLISH AT HOME.THE ORANGE COUNTY COMMUNITY EARNS ONE OF THE HIGHEST ANNUAL MEDIAN INCOMES IN THE U.S., BUT ALSO BEARS SOME OF THE HIGHEST COSTS OF LIVING. 2020 MEDIAN HOUSEHOLD INCOME IN ORANGE COUNTY IS $94,441; HOWEVER, ORANGE COUNTY IS ALSO RANKED AS ONE OF THE 10 MOST EXPENSIVE COUNTIES IN CALIFORNIA IN 2021 ACCORDING TO THE INSIGHT CENTER. THE CALIFORNIA FAMILY NEEDS CALCULATOR PUBLISHED BY THE INSIGHT CENTER REPORTS THAT A FAMILY OF 4 WITH 2 SCHOOL AGED CHILDREN NEEDS TO EARN AN HOURLY WAGE OF $23.99 PER ADULT IN THE HOUSEHOLD OR $101,336 AS A HOUSEHOLD TO PAY FOR BASIC LIVING EXPENSES IN ORANGE COUNTY. ORANGE COUNTY'S MEDIAN HOUSEHOLD INCOME IS $94,441, WHICH IS APPROXIMATELY $7,000 SHORT OF WHAT IS NEEDED TO MAKE ENDS MEET. THIS INCOME DISPARITY WILL CONTINUE TO PUT PRESSURE ON SOCIAL SERVICES IN ORANGE COUNTY TO FILL THE GAP AND WILL EXACERBATE HOUSING AND FINANCIAL INSECURITIES THAT LEAD TO POOR HEALTH AND HOMELESSNESS.FOR MORE DETAILS ON THIS INFORMATION, PLEASE REFER TO THE 2022 CHNA AT: HTTPS://WWW.HOAG.ORG/ABOUT-HOAG/COMMUNITY-BENEFIT/REPORTS/OTHER HOSPITALS IN THE AREA INCLUDE, BUT ARE NOT LIMITED TO: - AHMC ANAHEIM REGIONAL MEDICAL CENTER - ANAHEIM- CHAPMAN GLOBAL MEDICAL CENTER ORANGE- CHILDREN'S HOSPITAL AT MISSION MISSION VIEJO- CHILDREN'S HOSPITAL OF ORANGE COUNTY - ORANGE- UCI HEALTH FOUNTAIN VALLEY- FOUNTAIN VALLEY- GARDEN GROVE HOSPITAL AND MEDICAL CENTER - GARDEN GROVE- HUNTINGTON BEACH HOSPITAL - HUNTINGTON BEACH- KAISER PERMANENTE (IRVINE, ANAHEIM)- KINDRED HOSPITAL (SANTA ANA, WESTMINSTER)- LA PALMA INTERCOMMUNITY HOSPITAL - LA PALMA- PROVIDENCE MISSION HOSPITAL LAGUNA BEACH - LAGUNA BEACH- PROVIDENCE MISSION HOSPITAL - MISSION VIEJO- MEMORIAL CARE ORANGE COAST MEDICAL CENTER- FOUNTAIN VALLEY- MEMORIAL CARE SADDLEBACK MEDICAL CENTER LAGUNA HILLS- PROVIDENCE ST. JOSEPH HOSPITAL - ORANGE- PROVIDENCE ST. JUDE MEDICAL CENTER - FULLERTON- UNIVERSITY OF CALIFORNIA IRVINE MEDICAL CENTER - ORANGE- ORANGE COUNTY GLOBAL MEDICAL CENTER- SANTA ANA |
| SCHEDULE H, PART VI, LINE 5 | PROMOTION OF COMMUNITY HEALTH HOAG MEMORIAL HOSPITAL PRESBYTERIAN PROVIDES VITAL COMMUNITY HEALTH SERVICES AND ADDRESSES THE NEEDS OF THE UNINSURED AND UNDERINSURED THROUGH THE SERVICES AND PROGRAMS HOUSED AT THE MELINDA HOAG SMITH CENTER FOR HEALTHY LIVING. THE CENTER PROVIDES FREE MENTAL HEALTH SERVICES, COMMUNITY NURSE NAVIGATION SERVICES, AND CASE MANAGEMENT SERVICES TO THE UNINSURED AND UNDERINSURED MEMBERS OF OUR COMMUNITY. IN ADDITION, HOAG HOUSES LOCAL NONPROFIT ORGANIZATIONS AT THE CENTER TO PROVIDE ADDITIONAL SERVICES AND PROGRAMS ADDRESSING OTHER NEEDS SUCH AS HOUSING ASSISTANCE, FOOD INSECURITY, FINANCIAL COACHING, HEALTH INSURANCE LINKAGE, AND MORE. HOAG ALSO HAS A FINANCIAL ASSISTANCE PROGRAM PROVIDING FREE AND DISCOUNTED CARE TO THOSE UNABLE TO PAY FOR HEALTHCARE SERVICES. HOAGS HEALTH PROMOTION EFFORTS ARE CONTINUOUS AND CENTERED AROUND INCREASING ACCESS TO HEALTH CARE SERVICES FOR OUR MOST UNDERSERVED POPULATIONS AND IS ALSO DEMONSTRATED THROUGH THE FOLLOWING MECHANISMS:- COMMUNITY HEALTH STAFF CONTINUOUSLY ASSESS THE HEALTH NEEDS OF THE COMMUNITY BY SERVING ON BOARD OF DIRECTORS AND COMMITTEES OF NONPROFIT ORGANIZATIONS WHICH ALLOW THEM TO BE ACTIVELY ENGAGED WITH THE COMMUNITY AND PROVIDE SUPPORT AND STRATEGIC DIRECTION.- HOAG HOSPITAL AND SHARE OURSELVES HAVE NURTURED A UNIQUE PARTNERSHIP SINCE 1984. THIS LONG-STANDING RELATIONSHIP BETWEEN SHARE OURSELVES AND HOAG HAS ENSURED PRIMARY CARE SERVICES CONTINUE TO BE AVAILABLE FOR THE MOST VULNERABLE WITH STRATEGIC GOALS THAT WORK TO IMPROVE THE OVERALL WELL-BEING OF OUR SHARED COMMUNITY. HOAG'S RECENT INVESTMENT IN BOTH THE RENOVATION OF A SCHOOL SITE CLINIC AND THE OPENING OF A LARGER COMMUNITY CLINIC HAS ENABLED AN INCREASED ACCESS TO PRIMARY CARE ALLOWING FOR TIMELY, EFFICIENT, AND QUALITY HEALTH CARE FOR THOSE IN NEED AS WELL AS REDUCED UTILIZATION OF EMERGENCY DEPARTMENT DUE TO ACCESS FOR MEDICAL CARE AT SHARE OURSELVES. WITH LARGER SPACE AND INCREASED MEDICAL CHAIRS, DENTAL CHAIRS, AND ADDED SERVICES SUCH AS PHARMACY AND OPTOMETRY ALLOWS SHARE OURSELVES TO MEET THE GROWING NEEDS OF THE COMMUNITY. - HOAG HOSPITAL ALSO MAINTAINS A UNIQUE RELATIONSHIP WITH THE ALZHEIMER'S FAMILY CENTER (AFC) WHICH IS COMMITTED TO THE MISSION OF IMPROVING THE QUALITY OF LIFE FOR FAMILIES CHALLENGED BY ALZHEIMER'S DISEASE OR ANOTHER DEMENTIA THROUGH SERVICES TAILORED TO MEET INDIVIDUAL NEEDS. HOAG HOSPITAL OWNS THE AFC FACILITY AND PROVIDES IT AT NO CHARGE, INCLUDING MAINTENANCE SERVICES AS SPECIFIED IN THE LEASE, TO THE AGENCY. ADDITIONALLY, THE HOSPITAL PROVIDES ANNUAL OPERATING AND TRANSPORTATION GRANTS.- HOAG HOSPITAL EXTENDS MEDICAL STAFF PRIVILEGES TO ALL QUALIFIED PHYSICIANS IN ITS COMMUNITY THROUGH A CREDENTIALING PROCESS. MEMBERSHIP AND PRIVILEGES ARE GRANTED TO QUALIFIED MD'S, DO'S, AND OTHER ALLIED HEALTH PROFESSIONALS BY THE MEDICAL STAFF AND HOAG HOSPITAL BOARD OFDIRECTORS.- AS A NOT-FOR-PROFIT INSTITUTION, GOVERNANCE IS PROVIDED BY A VOLUNTEER BOARD OF DIRECTORS COMPRISED OF 18 VOTING MEMBERS. A MAJORITY OF THE ORGANIZATION'S GOVERNING BODY IS COMPRISED OF PERSONS WHO RESIDE IN THE ORGANIZATION'S PRIMARY SERVICE AREA AND ARE NEITHER EMPLOYEES NOR CONTRACTORS OF THE ORGANIZATION, NOR FAMILY MEMBERS.- THE BOARD OF DIRECTORS ALLOCATE A SIGNIFICANT PORTION OF THE NET OPERATING INCOME TO PROMOTING THE HEALTH OF THE COMMUNITY, SPECIFICALLY SERVING THE NEEDS OF THE UNINSURED AND LOW-INCOME COMMUNITIES THROUGH CHARITY CARE AND A VARIETY OF FREE OR LOW-COST SERVICES AND PROGRAMS PROVIDED BY THE DEPARTMENT OF COMMUNITY HEALTH.- IN AN EFFORT TO INCREASE THE COMMUNITY POOL OF AVAILABLE TRAINED AND EDUCATED HEALTH PROFESSIONALS, HOAG INVESTS ANNUALLY IN HEALTH PROFESSIONAL TRAINING AND DEVELOPMENT. THE HOSPITAL CURRENTLY WORKS WITH A NUMBER OF PROFESSIONAL GROUPS IN THIS ENDEAVOR, INCLUDINGNURSES, PHYSICAL THERAPISTS, PHARMACISTS, LABORATORY PROFESSIONALS, SOCIAL WORKERS, AND HEALTH SCHOLARS PROGRAM.- HOAG PROVIDES UNCOMPENSATED CARE (CHARITY) TO PATIENTS WHO ARE UNABLE TO PAY FOR THE FULL COST OF THEIR CARE. HOAG'S CHARITY CARE AND SELF-PAY DISCOUNT POLICY STATES THAT SELF-PAY AND UNINSURED PATIENTS WHO ARE UNABLE TO PAY FOR THE FULL COST OF THEIR CARE MAY QUALIFY FORCHARITY OR DISCOUNTS ON A SLIDING SCALE FOR INCOMES UP TO 400% OF THE FEDERAL POVERTY LEVEL. TOTAL QUANTIFIABLE COMMUNITY BENEFIT EXPENDITURES (EXCLUDING MEDICARE COST OF UNREIMBURSED CARE) FOR CY2024 AMOUNTED TO OVER $94 MILLION.THE MELINDA HOAG SMITH CENTER FOR HEALTHY LIVING (MHSCHL) IS A ROBUST ONE-STOP SHOP OF INTERCONNECTED AND SUPPORTIVE SERVICES THAT PROMOTE HEALTH AND WELL-BEING. THE CENTER HOUSES A WIDE VARIETY OF NON-PROFIT PARTNER AGENCIES AND THE PROGRAMS THAT ADDRESS KEY ISSUES AFFECTING THE HEALTH OF OUR COMMUNITY. A KEY COMPONENT WHICH MAKES THE COLLABORATIVEUNIQUE AND IS ESSENTIALLY THE GLUE BETWEEN THE COMMUNITY AND THE CENTER, IS OUR CENTRALIZED REGISTRATION AND CASE MANAGEMENT TEAM. THIS TEAM ASSURES THAT ALL CLIENTS COMING INTO THE CENTER FILL OUT A SCREENER WHICH SEEKS TO IDENTIFY SOCIO-ECONOMIC STRESSORS, POTENTIAL HEALTH RISKS, MENTAL AND EMOTIONAL HEALTH ISSUES, LEGAL ISSUES, ACCESS TO HEALTH CARE, AND OTHER LIFE STRESSORS THAT CAN AFFECT ONE'S QUALITY OF LIFE. OUR CASE-MANAGEMENT TEAM PLAYS A CRITICAL ROLE IN LINKING CLIENTS TO THE APPROPRIATE SERVICES, WHILE ALSO MONITORING CLIENT'S PROGRESSION THROUGH THE REFERRAL PROCESS. |
| SCHEDULE H, PART VI, LINE 7 | STATE FILING OF COMMUNITY BENEFIT REPORTCALIFORNIA |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (49 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceAmt | Valuation Method UsedValuationMethodUsedDesc | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|---|---|
| ACCESS CALIFORNIA SERVICES | |||||||||
| 300 W CARL KARCHER WAY | ANAHEIM | CA | 92801 | 330826205 | 501 (C) (3) | $85,000 | $0 | FMV | HEALTH COVERAGE AND MENTAL HEALTH SVS |
| AGE WELL SENIOR SERVICES (SOUTH COUNTY SR SVC) | |||||||||
| 23101 LAKE CENTER DR SUITE 325 | LAKE FOREST | CA | 92630 | 931163563 | 501 (C) (3) | $75,000 | $0 | FMV | MEALS-ON WHEELS - HOMEBOUND ELDERLY |
| ALZHEIMER'S FAMILY SERVICES CENTER | |||||||||
| 9451 INDIANAPOLIS AVE | HUNTINGTON BEACH | CA | 92646 | 953463978 | 501 (C) (3) | $800,000 | $0 | FMV | OPERATIONS/COMMUNITY EDUC/OUTREACH PRG. |
| ALZHEIMERS ORANGE COUNTY | |||||||||
| 2515 MCCABE WAY SUITE 200 | IRVINE | CA | 92614 | 953702013 | 501 (C) (3) | $77,000 | $0 | FMV | SPANISH SPEAKING DEMENTIA CAREGIVER |
| AMERICAN ACADEMY OF PEDIATRICS | |||||||||
| 5000 CAMPUS DRIVE | NEWPORT BEACH | CA | 92660 | 953731523 | 501 (C) (3) | $50,000 | $0 | FMV | CY24 GRANT: CLINIC IN THE PARK |
| BIG BROTHERS BIG SISTERS OF ORANGE COUNTY | |||||||||
| 1801 E EDINGER AVE STE 101 | SANTA ANA | CA | 92705 | 951992702 | 501 (C) (3) | $50,000 | $0 | FMV | HS BIGS SCHOOL-BASED MENTORING PRG |
| BRACKEN'S KITCHEN | |||||||||
| 13941 NAUTILUS DR | GARDEN GROVE | CA | 92843 | 951992702 | 501 (C) (3) | $80,000 | $0 | FMV | FOOD FEEDING PROGRAM. EVENT SPONSORSHIP |
| CANCER KINSHIP | |||||||||
| 307 PLACENTIA AVE STE 203 | NEWPORT BEACH | CA | 92663 | 874802655 | 501 (C) (3) | $35,000 | $0 | FMV | SURVIVOR EMPOWERMENT/NAVIGATION PRG |
| CHOC CHILDREN'S FOUNDATION | |||||||||
| 1201 W LA VETA AVE | ORANGE | CA | 92868 | 956097416 | 501 (C) (3) | $1,196,300 | $0 | FMV | CHOC DIAB CENTER OPERATING GRANT |
| CITY OF COSTA MESA | |||||||||
| PO BOX 1200 695 W 19TH ST | COSTA MESA | CA | 92627 | 956005030 | GOVERNMENT | $50,000 | $0 | FMV | MEDICAL TRANSPORTATION PROGRAM |
| CITY OF HUNTINGTON BEACH | |||||||||
| 2000 MAIN ST | HUNTINGON BEACH | CA | 92648 | 956000723 | GOVERNMENT | $50,000 | $0 | FMV | TRANSPORTATION PRG- SENIORS ON THE GO |
| CITY OF NEWPORT BEACH | |||||||||
| 801 NARCISSUS AVE | CORONA DEL MAR | CA | 92625 | 956000751 | GOVERNMENT | $50,000 | $0 | FMV | TRANSPORTATION PROGRAM - OASIS SENIOR |
| COMMUNITY ACTION PARTNERSHIP OF OC | |||||||||
| 11870 MONARCH ST | GARDEN GROVE | CA | 92841 | 952452787 | 501 (C) (3) | $50,000 | $0 | FMV | FINANCIAL EMPOWERMENT PROGRAM |
| COMMUNITY FOR INNOVATIONS ENTREPRENEURSHIP (CIELO | |||||||||
| 16787 BEACH BLVD STE233 | HUNTINGTON BEACH | CA | 92647 | 611495237 | 501 (C) (3) | $35,000 | $0 | FMV | CENTREPRENUERSHIP PRG, EVENT SPONSORSHIP |
| COMMUNITY HEALTH INITIATIVE OF ORANGE COUNTY (CHIO | |||||||||
| 1505 E 17TH ST SUITE 121 | SANTA ANA | CA | 92705 | 472671013 | 501 (C) (3) | $80,000 | $0 | FMV | COMMUNITY HEALTH ACCESS PRG |
| COMMUNITY SENIORSERV | |||||||||
| 1200 N KNOLLWOOD CIRCLE | ANAHEIM | CA | 92801 | 952771715 | 501 (C) (3) | $75,000 | $0 | FMV | SENIOR NUTRITION PROGRAM |
| COUNCIL ON AGING ORANGE COUNTY | |||||||||
| 2 EXECUTIVE CIRCLE STE 175 | IRVINE | CA | 92614 | 952874089 | 501 (C) (3) | $150,000 | $0 | FMV | VISITOR PRG, SMILEMAKERS, COMEDY SPONSOR |
| CRIME SURVIVORS INC | |||||||||
| PO BOX 54552 | IRVINE | CA | 92619 | 300229425 | 501 (C) (3) | $25,000 | $0 | FMV | MENTAL HEALTH/SUPPORT VICTIMS OF CRIME |
| EPILEPSY SUPPORT NETWORK OF OC | |||||||||
| 1500 ADAMS ST SUITE 301 | COSTA MESA | CA | 92626 | 270681680 | 501 (C) (3) | $35,000 | $0 | FMV | SUPPORT AND EDUCATIONAL PROGRAMS |
| FAMILIES FORWARD | |||||||||
| 8 THOMAS | IRVINE | CA | 92618 | 330086043 | 501 (C) (3) | $155,500 | $0 | FMV | FAMILY COUNSELING, RENTAL ASSISTANCE |
| GIRLS INC | |||||||||
| 1801 E EDINGER AVE SUITE 255A | SANTA ANA | CA | 92705 | 951810150 | 501 (C) (3) | $120,000 | $0 | FMV | BUILDING BLOCKS, EVENT SPONSORSHIP |
| HUMAN OPTIONS | |||||||||
| PO BOX 53745 | IRIVNE | CA | 92619 | 953667817 | 501 (C) (3) | $80,500 | $0 | FMV | MENTAL HEALTH SVS TO VICTIMS-D. VIOLENCE |
| KOREAN COMMUNITY SERVICES INC | |||||||||
| 451 W LINCOLN AVE STE 100 | ANAHEIM | CA | 92805 | 953245254 | 501 (C) (3) | $50,000 | $0 | FMV | MEDICAITON & INTEGRATED CARE IN IRVINE |
| LAGUNA BEACH COMMUNITY CLINIC | |||||||||
| 362 THIRD ST | LAGUNA BEACH | CA | 92651 | 952637633 | 501 (C) (3) | $55,000 | $0 | FMV | A MEDICAL HOME - COMPREHENSIVE CARE PRG |
| LAGUNA BEACH SENIORS INC (THE SUSIQ) | |||||||||
| 380 THIRD ST | LAGUNA BEACH | CA | 92651 | 952983350 | 501 (C) (3) | $25,000 | $0 | FMV | BEHAVIORAL HEALTH PROGRAM FOR SENIORS |
| LATINO HEALTH ACCESS | |||||||||
| 450 W 4TH STREET | SANTA ANA | CA | 92701 | 330562943 | 501 (C) (3) | $100,000 | $0 | FMV | WOMEN HEALTH/PREVENTION-CHRONIC DISEASE |
| LGBTQ CENTER ORANGE COUNTY | |||||||||
| 1605 N SPURGEON ST | SANTA ANA | CA | 92701 | 952934041 | 501 (C) (3) | $50,000 | $0 | FMV | MENTAL HEALTH PROGRAM |
| MOMS | |||||||||
| 1128 W SANTA ANA BLVD | SANTA ANA | CA | 92703 | 330518078 | 501 (C) (3) | $105,000 | $0 | FMV | MATERNAL CHILD HEALTH COORDINATION |
| NAMI ORANGE COUNTY | |||||||||
| 24822 JERONIMO LANE | LAKE FOREST | CA | 92630 | 953726369 | 501 (C) (3) | $250,000 | $0 | FMV | MENTAL HEALTH & EDUCATION+NAMI IN LOBBY |
| ORANGE COUNTY ASIAN AND PACIFIC ISLANDER COMMUNITY | |||||||||
| 12912 BROOKHURST ST STE 410 | GARDEN GROVE | CA | 92840 | 912047245 | 501 (C) (3) | $50,000 | $0 | FMV | HEALTHY OPPORTUNITY-PROMOTE EMPOWERMENT |
| ORANGE COUNTY COMMUNITY HOUSING CORP | |||||||||
| 501 N GOLDEN CIRCLE DR STE 200 | SANTA ANA | CA | 92705 | 953221290 | 501 (C) (3) | $25,000 | $0 | FMV | STEPPINGUP PROGRAM |
| ORANGE COUNTY HUMAN RELATIONS GROUNDSWELL | |||||||||
| 1801 E EDINGER AVE STE 115 | SANTA ANA | CA | 92705 | 330438086 | 501 (C) (3) | $75,000 | $0 | FMV | WALK IN MY SHOES YOUTH CONF+ BRIDGES PRG |
| ORANGE COUNTY UNITED WAY | |||||||||
| 18012 MITCHELL SOUTH | IRVINE | CA | 92614 | 330047994 | 501 (C) (3) | $100,600 | $0 | FMV | OC FREE TAX PREP, SPARKPOINT FINANCIAL |
| PEDIATRIC ADOLESCENT DIABETES RESEARCH EDU (PADRE | |||||||||
| 1201 W LA VETA AVE | ORANGE | CA | 92868 | 330099451 | 501 (C) (3) | $60,000 | $0 | FMV | TYPE 1 DIABETES EDUCATION, SPONSORSHIP |
| PHOENIX HOUSE ORANGE COUNTY INC | |||||||||
| 11600 ELDRIDGE AVE | LAKE VIEW TERRACE | CA | 91342 | 222268070 | 501 (C) (3) | $25,000 | $0 | FMV | USE DISORDER TREATMENT FOR OC ADULTS |
| PROJECT SELF SUFFICIENCY | |||||||||
| 307 PLACENTIA STE 203 | NEWPORT BEACH | CA | 92663 | 330597719 | 501 (C) (3) | $55,300 | $0 | FMV | HOMELESS PREVENTION/RAPID REHOUSING PRG |
| PROJECT YOUTHORANGE COUNTY BAR FOUNDATION | |||||||||
| 1605 E 17TH ST | SANTA ANA | CA | 92705 | 237068923 | 501 (C) (3) | $100,000 | $0 | FMV | STOP SHORT OF ADDICTION |
| PUBLIC LAW CENTER | |||||||||
| 601 W CIVIC CENTER DR | SANTA ANA | CA | 92701 | 953709253 | 501 (C) (3) | $70,000 | $0 | FMV | FAMILY LAW |
| RADIANT HEALTH CENTERSAIDS SERVICE FOUNDATION | |||||||||
| 17982 SKYPARK CIRCLE STE J | IRVINE | CA | 92614 | 330126481 | 501 (C) (3) | $25,000 | $0 | FMV | HIV MEDICAL CASE MANAGEMENT PROGRAM |
| SAVE OUR YOUTH | |||||||||
| 2045 MEYER PL BLDG E | COSTA MESA | CA | 92627 | 330585600 | 501 (C) (3) | $50,000 | $0 | FMV | HOLLISTIC APPROACH-IMPROVE TEEN HEALTH |
| SECOND HARVEST FOOD BANK | |||||||||
| 8014 MARINE WAY | IRVINE | CA | 92618 | 953033494 | 501 (C) (3) | $85,000 | $0 | FMV | FEEDING FAMILIES |
| SERVING PEOPLE IN NEED (SPIN) | |||||||||
| 151 KALMUS DRIVE STE H2 | COSTA MESA | CA | 92626 | 330329687 | 501 (C) (3) | $50,000 | $0 | FMV | GUIDED ASSISTANCE TO PERMANENT PLACEMENT |
| SHARE OUR SELVES CLINIC | |||||||||
| 1550 SUPERIOR AVE | COSTA MESA | CA | 92627 | 953222316 | 501 (C) (3) | $3,344,828 | $0 | FMV | ACCESS TO CARE EXPANSION,RNTL ASSISTANCE |
| SOUTH COUNTY OUTREACH | |||||||||
| 7 WHATNEY STE B | IRVINE | CA | 92618 | 330330233 | 501 (C) (3) | $30,000 | $0 | FMV | HUNGER & HOMELESS PREVENTION |
| THE CAMBODIAN FAMILY | |||||||||
| 1626 E 4TH STREET | SANTA ANA | CA | 92701 | 953854831 | 501 (C) (3) | $50,000 | $0 | FMV | BODY, MIND, AND SPIRITUAL WELLNESS PRG |
| THE PURPOSE OF RECOVERY | |||||||||
| 23 CORPORATE PLAZA DR STE 225 | NEWPORT BEACH | CA | 92660 | 850914885 | 501 (C) (3) | $25,000 | $0 | FMV | SPANISH SPEAKING RECOVERY COMM. SUPPORT |
| VIETNAMESE AMERICAN CANCER FOUNDATION | |||||||||
| 17150 NEWHOPE ST STE 203 | FOUNTAIN VALLEY | CA | 92708 | 912170415 | 501 (C) (3) | $50,000 | $0 | FMV | WOMEN'S HEALTH INITIATIVE |
| YOUNG LIVES REDEEMED | |||||||||
| 1105 E COMMONWEALTH AVE STE A-2 | FULLERTON | CA | 92831 | 471849084 | 501 (C) (3) | $35,000 | $0 | FMV | ORANGE COUNTY WELLNESS PROJECT |
| HOAG CHARITY SPORTS | |||||||||
| 19772 MACARTHUR BLVD SUITE 110 | IRVINE | CA | 92612 | 452982422 | 501 (C) (3) | $238,673 | $0 | FMV | DONATIONS |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 49 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | SCHOLARSHIPS | GrantTypeTxt |
| Recipient | 182 | RecipientCnt |
| Cash Grant | $863,465 | CashGrantAmt |
| Non Cash Assistance | $0 | NonCashAssistanceAmt |
| Non Cash Assistance | N/A | NonCashAssistanceDesc |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | IN ORDER TO BE ELIGIBLE FOR A COMMUNITY BENEFIT GRANT, AN APPLICANT ORGANIZATION (OR FISCAL AGENT) MUST BE DESIGNATED BY THE IRS AS A TAX EXEMPT NON-PROFIT AND SUBMIT A COPY OF THEIR EXEMPT STATUS FOR VERIFICATION. THE ORGANIZATION MUST HAVE AN EXECUTIVE DIRECTOR AND AN ESTABLISHED BOARD OF DIRECTORS THAT MEETS REGULARLY. PRIOR TO FUNDING, RESEARCH IS CONDUCTED REGARDING THE REPUTATION AND PERFORMANCE OF THE ORGANIZATION. APPLICANTS MUST APPLY FOR A GRANT EACH YEAR THROUGH THE COMMUNITY BENEFIT GRANTS PROGRAM. REQUESTS MUST INCLUDE: W-9, TAX EXEMPT VERIFICATION, PREVIOUS AND CURRENT YEAR BUDGETS, PROJECT BUDGETS, LIST OF BOARD OF DIRECTORS, PROGRAM GOALS AND OBJECTIVES, AND MEASURABLE OUTCOMES FOR THE SPECIFIED PROGRAM THAT IS BEING FUNDED. AN INTERVIEW WITH THE EXECUTIVE DIRECTOR AND ONE OR MORE BOARD MEMBERS MAY BE CONDUCTED AS WELL AS A SITE VISIT IN ORDER TO FAMILIARIZE OURSELVES WITH THE ORGANIZATION AND THE PROGRAMS OFFERED. DEPARTMENT STAFF MAY ACTIVELY PARTICIPATE WITH THE ORGANIZATION BY PROVIDING IN-KIND SERVICES AND BOARD PARTICIPATION. ONCE A GRANT REQUEST HAS BEEN APPROVED AND FUNDED, WE REQUIRE A 6-MONTH PROGRESS REPORT AND A FINAL 12 MONTH REPORT ON THE IMPLEMENTATION STRATEGY AND MEASURABLE OUTCOMES. THROUGHOUT THE FUNDING PERIOD OF A SPECIFIED PROGRAM, THERE MAY BE OCCASIONAL MEETINGS WITH THE DIRECTOR AND PROGRAM PERSONNEL TO RECEIVE REPORTS ON PROGRESS AND UPDATES OF THE ACTIVITIES CONDUCTED AS WELL AS THE NUMBER OF INDIVIDUALS SERVED. THIS PROCESS ALLOWS US TO MONITOR THAT THE GRANT FUNDS ARE BEING USED FOR THE INTENDED PURPOSES. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | Yes (1) | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | Yes (1) | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (16 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| ROBERT BRAITHWAITE | ||||||||||||||
| PRESIDENT & CEO | $1,412,246 | $0 | $2,276,820 | $0 | $175,997 | $0 | $29,325 | $0 | $27,622 | $0 | $3,922,010 | $0 | $168,465 | $0 |
| ANDREW GUARNI | ||||||||||||||
| EVP AND CFO | $855,040 | $0 | $622,960 | $0 | $23,135 | $0 | $52,576 | $0 | $8,545 | $0 | $1,562,256 | $0 | $10,851 | $0 |
| JAN BLUE | ||||||||||||||
| VP SR CHIEF ADMIN OFFICER | $492,998 | $0 | $523,085 | $0 | $14,578 | $0 | $37,499 | $0 | $6,292 | $0 | $1,074,452 | $0 | $0 | $0 |
| FLYNN ANDRIZZI | ||||||||||||||
| FORMER FOUNDATION PRESIDENT | $0 | $0 | $293,439 | $0 | $777,317 | $0 | $0 | $0 | $0 | $0 | $1,070,756 | $0 | $0 | $0 |
| RICK MARTIN | ||||||||||||||
| VP SR PATIENT CARE SVC AND CNO | $497,218 | $0 | $341,835 | $0 | $107,093 | $0 | $52,325 | $0 | $8,368 | $0 | $1,006,839 | $0 | $21,284 | $0 |
| ERIC CHEUNG | ||||||||||||||
| VP SR & CHIEF LEGAL OFFICER | $561,120 | $0 | $367,008 | $0 | $1,926 | $0 | $40,250 | $0 | $27,766 | $0 | $998,070 | $0 | $0 | $0 |
| MARCY BROWN | ||||||||||||||
| VP SR CHIEF OPERATIONS OFFICER | $571,245 | $0 | $366,932 | $0 | $11,215 | $0 | $25,875 | $0 | $17,228 | $0 | $992,495 | $0 | $2,690 | $0 |
| MARGARET T CONK | ||||||||||||||
| VP SR CHIEF CLINICAL INST OFF. | $556,539 | $0 | $366,250 | $0 | $8,239 | $0 | $40,250 | $0 | $9,101 | $0 | $980,379 | $0 | $0 | $0 |
| KATHY AZEEZ NARAIN | ||||||||||||||
| VP CHIEF DIGITAL INNOVA OFF | $529,264 | $0 | $344,051 | $0 | $1,113 | $0 | $17,250 | $0 | $595 | $0 | $892,273 | $0 | $0 | $0 |
| MARTIN FEE | ||||||||||||||
| VP SR AND CCO | $459,354 | $0 | $291,347 | $0 | $17,178 | $0 | $102,350 | $0 | $303 | $0 | $870,532 | $0 | $10,388 | $0 |
| KRIS IYER | ||||||||||||||
| VP SR & CHIEF PHYS DEV OFFICER | $482,209 | $0 | $310,215 | $0 | $10,185 | $0 | $40,250 | $0 | $435 | $0 | $843,294 | $0 | $0 | $0 |
| SANFORD SMITH | ||||||||||||||
| VP SR REAL ESTATE & FACILITIES | $444,725 | $0 | $275,181 | $0 | $12,852 | $0 | $45,425 | $0 | $9,273 | $0 | $787,456 | $0 | $0 | $0 |
| ARPI BEKMEZIAN | ||||||||||||||
| VP CHIEF QUALITY OFFICER | $480,960 | $0 | $225,201 | $0 | $1,645 | $0 | $39,950 | $0 | $8,771 | $0 | $756,527 | $0 | $0 | $0 |
| MICHAEL BRANT-ZAWADSKI | ||||||||||||||
| VP ADDICTION RESEARCH ADMIN | $413,341 | $0 | $256,723 | $0 | $14,659 | $0 | $45,125 | $0 | $10,544 | $0 | $740,392 | $0 | $0 | $0 |
| ALLYSON BROOKS | ||||||||||||||
| EXEC DIR MED WOMENS HEALTH | $439,089 | $0 | $229,563 | $0 | $7,926 | $0 | $39,950 | $0 | $14,155 | $0 | $730,683 | $0 | $0 | $0 |
| FRANK AUSTIN | ||||||||||||||
| VP MARKETING AND CORP COMM | $130,446 | $0 | $180,041 | $0 | $367,646 | $0 | $15,629 | $0 | $3,452 | $0 | $697,214 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINES 4A-B | FormAndLineReferenceDesc |
| Explanation | THE FOLLOWING INDIVIDUAL RECEIVED PAYMENTS DURING CALENDAR YEAR 2024, WITH PAYMENT AMOUNTS INCLUDED IN OTHER REPORTABLE COMPENSATION UNDER SCHEDULE J, PART II, COLUMN (B)(III): FLYNN ANDRIZZI- $777,317 FRANK AUSTIN- $367,646 THE ORGANIZATION MAKES ANNUAL CONTRIBUTIONS TO A SERP PLAN ON BEHALF OF CERTAIN MEMBERS OF SENIOR MANAGEMENT IN ACCORDANCE WITH PLAN DOCUMENTS. CERTAIN EXECUTIVES PARTICIPATE IN A NONQUALIFIED SUPPLEMENTAL EXECUTIVE RETIREMENT PLAN PROVIDED BY A RELATED ENTITY. THE FOLLOWING INDIVIDUALS RECEIVED A DISTRIBUTION DURING THE CURRENT YEAR: ROBERT BRAITHWAITE - $168,465 ANDREW GUARNI - $10,851 RICK MARTIN - $21,284 MARTIN FEE - $10,388 MARCY BROWN - $2,690 | ExplanationTxt |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
Issuer Name IssuerName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CALIFORNIA PUBLIC FINANCE AUTHORITY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Issuer EIN | 474447476 | BondIssuerEIN |
| CUSIP | 13057EFR0 | CUSIPNum |
| Bond Issued | 2022-04-06 | BondIssuedDt |
| Issue Price | $370,003,643 | IssuePriceAmt |
| Purpose | SEE PART VI | PurposeDesc |
| Defeased | 0 | DefeasedInd |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuerInd |
| Pool Financing | 0 | PoolFinancingInd |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Total Proceeds | $392,721,887 | TotalProceedsAmt |
| Capital Expenditures | $361,825,949 | CapitalExpendituresAmt |
| Unspent | $30,895,938 | UnspentAmt |
| Refunding Tax Exempt Bonds | 0 | RefundingTaxExemptBondsInd |
| Refunding Taxable Bonds | 0 | RefundingTaxableBondsInd |
| Final Allocation Made | 0 | FinalAllocationMadeInd |
| Adequate Books And Rec Maint | Yes (1) | AdequateBooksAndRecMaintInd |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Owning Bond Financed Property | 0 | OwningBondFinancedPropertyInd |
| Any Lease Arrangements | 0 | AnyLeaseArrangementsInd |
| Mgmt Contract Bond Fincd Prop | 0 | MgmtContractBondFincdPropInd |
| Any Research Agreements | 0 | AnyResearchAgreementsInd |
| Private Bus Use By Others | 0.00000 | PrivateBusUseByOthersPct |
| Private Bus Concerning UBI | 0.00000 | PrivateBusConcerningUBIPct |
| Total Private Business Use | 0.00000 | TotalPrivateBusinessUsePct |
| Bond Iss Meet Prvt Sec Pymt Test | 0 | BondIssMeetPrvtSecPymtTestInd |
| Change In Use Bond Financed Prop | 0 | ChangeInUseBondFinancedPropInd |
| Procs Nonqualified Bond Remdtd | Yes (1) | ProcsNonqualifiedBondRemdtdInd |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Form8038 T Filed | 0 | Form8038TFiledInd |
| Rebate Not Due Yet | Yes (1) | RebateNotDueYetInd |
| Exception To Rebate | 0 | ExceptionToRebateInd |
| No Rebate Due | 0 | NoRebateDueInd |
| Variable Rate Issue | Yes (1) | VariableRateIssueInd |
| Hedge Identified In Bks And Rec | 0 | HedgeIdentifiedInBksAndRecInd |
| Gross Proceeds Invested In GIC | 0 | GrossProceedsInvestedInGICInd |
| Gross Proceeds Invested | 0 | GrossProceedsInvestedInd |
| Written Proc To Monitor Reqs | Yes (1) | WrittenProcToMonitorReqsInd |
Procedures Corrective Action ProceduresCorrectiveActionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Procedures Corrective Action | Yes (1) | ProceduresCorrectiveActionInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, COLUMN C | FormAndLineReferenceDesc |
| Explanation | CUSIP#: THE CUSIP LISTED IN PART I IS THE FINAL MATURITY OF SERIES 2022B-2 PORTION OF THE ISSUE, THE FINAL MATURITY OF THE SERIES 2022B-1 PORTION IS 13057EFQ2, AND THE FINAL MATURITY OF THE SERIES 2022A PORTION IS 130578EEX8. PART I, COLUMN F, DESCRIPTION OF PURPOSE: THE PROCEEDS OF THE BONDS ARE BEING USED TO FINANCE A PORTION OF THE COST OF THE ACQUISITION, CONSTRUCTION, RENOVATION, EQUIPPING, FURNISHING AND INSTALLATION OF VARIOUS FACILITIES AT THE BORROWER'S IRVINE CAMPUS. PART II, LINE 3, TOTAL PROCEEDS: THE TOTAL PROCEEDS EXCEED THE ISSUE PRICE DUE TO INVESTMENT EARNINGS ON THE PROJECT FUND THROUGH 12/31/2024 PART IV, LINE 3: THE SERIES 2022A PORTION OF THE ISSUE IS FIXED, BUT SERIES 2022B-1 & 2022B-2 ARE VARIABLE RATE BONDS. | ExplanationTxt |
Schedule L IRS990ScheduleL
Loans Btwn Org Interested Prsn LoansBtwnOrgInterestedPrsnGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EPOC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationship With Org | 35% CONTROLLED ENTITY OF BOARD MEMBER, DR. ERIC ALCOULOUMRE | RelationshipWithOrgTxt |
| Loan Purpose | REVOLVING CREDIT FACILITY FOR OPERATIONS | LoanPurposeTxt |
| Loan From Organization | Yes (X) | LoanFromOrganizationInd |
| Original Principal | $2,500,000 | OriginalPrincipalAmt |
| Balance Due | $2,500,000 | BalanceDueAmt |
| Default | 0 | DefaultInd |
| Board Or Committee Approval | Yes (1) | BoardOrCommitteeApprovalInd |
| Written Agreement | Yes (1) | WrittenAgreementInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Balance Due | $2,500,000 | TotalBalanceDueAmt |
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp (2 entries)
| Relationship DescriptionRelationshipDescriptionTxt | TransactionTransactionAmt | TransactionTransactionDesc | Sharing Of RevenuesSharingOfRevenuesInd |
|---|---|---|---|
| DEBBIE MARGOLIS | |||
| SEE PART V | $202,727 | SEE PART V | 0 |
| EPOC | |||
| CONTROLLED ENTITY OF DR. ERIC ALCOULOUMRE | $3,245,614 | PROVIDING EMERGENCY DEPARTMENT PHYSICIAN AND MID-LEVEL STAFFING AND ADMINSTRATIVE AND CLINICAL OVERSIGHT AT BOTH HOAG CAMPUSES IN NEWPORT BEACH AND IRVINE. | 0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | BUSINESS RELATIONSHIPS | FormAndLineReferenceDesc |
| Explanation | LINE (1) - DEBBIE MARGOLIS, BOARD MEMBER OF HMHP, IS THE MOTHER-IN-LAW OF CHRISTOPHER CHEWENS WHO IS AN EMPLOYEE OF HOAG. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (11 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART III, LINE 4A | THE HOAG MEMORIAL HOSPITAL PRESBYTERIAN COMMUNITY BENEFIT PROGRAM WAS FORMALIZED IN 1995 AND HAS GROWN SIGNIFICANTLY SINCE THAT TIME. WE HAVE SERVED OVER 100 NONPROFIT COMMUNITY ORGANIZATIONS IN A VARIETY OF HEALTH AND SOCIAL SERVICE CATEGORIES. WE CONTINUE TO EMPHASIZE THE DEVELOPMENT OF SUSTAINED COLLABORATIVE RELATIONSHIPS AND THE PROVISION OF UNDUPLICATED SERVICES TO DISADVANTAGED RESIDENTS IN OUR COMMUNITY AS CORE ELEMENTS OF THE PROGRAM. THE DEPARTMENT OF COMMUNITY HEALTH PROVIDES DIRECT SERVICES AND COLLABORATES WITH OTHER NOT-FOR-PROFIT COMMUNITY-BASED ORGANIZATIONS TO PROMOTE THE HEALTH OF OUR COMMUNITIES. THE DEPARTMENT COORDINATES HOAG'S COMMUNITY BENEFIT ACTIVITIES, DRIVEN BY THE COMMUNITY HEALTH NEEDS OF OUR SURROUNDING COMMUNITIES, WHICH ARE REGULARLY REVIEWED IN AN ONGOING MANNER. THE DEPARTMENT PROVIDES SERVICES WHICH ARE UNDUPLICATED IN THE COMMUNITY. THESE CURRENTLY INCLUDE MENTAL HEALTH SERVICES, COMMUNITY NURSE NAVIGATION, CASE MANAGEMENT AND OUTREACH, COMMUNITY-BASED PROGRAM GRANTS, HEALTH PROFESSIONS EDUCATION & TRAINING AND OTHER HEALTH AND WELLNESS PROGRAMS AND SERVICES. IN ORDER TO PROMOTE EFFECTIVE ACCESS TO HEALTH CARE AND RELATED SERVICES, THE DEPARTMENT WORKS IN COLLABORATION WITH A NUMBER OF NOT-FOR-PROFIT COMMUNITY-BASED ORGANIZATIONS TO PROVIDE FREE SERVICES TO UNDERSERVED AND VULNERABLE RESIDENTS SUCH AS FINANCIAL COACHING, FOOD AND DIAPER DISTRIBUTIONS, FREE LEGAL SERVICES, INSURANCE COVERAGE, HOUSING ASSISTANCE, AND EDUCATIONAL WORKSHOPSCHARITY CARE IS AN INTEGRAL COMPONENT OF THE BENEFIT THAT HOAG PROVIDES TO THE COMMUNITY. THE CURRENT HOSPITAL CHARITY CARE AND SELF PAY DISCOUNT POLICY PROVIDES ASSISTANCE ON A SLIDING SCALE FOR UNINSURED AND SELF-PAY PATIENTS WITH FAMILY INCOMES UP TO 400% OF THE FEDERAL POVERTY LEVEL. COMMUNITY HEALTH PROGRAM OUTCOMES THE MELINDA HOAG SMITH CENTER FOR HEALTHY LIVING (MHSCHL) IS A ONE-STOP-SHOP FOR HEALTH AND SOCIAL SERVICES. THROUGH CO-LOCATION AND COLLABORATION WITH PARTNER AGENCIES, THE CENTER PROVIDES FREE CLASSES, WORKSHOPS AND SUPPORTIVE SERVICES TO THE COMMUNITY. MENTAL HEALTH: THE MENTAL HEALTH PROGRAM OFFERS INDIVIDUAL, COUPLE, FAMILY, AND GROUP THERAPY. THE TEAM CONSISTS OF 13 BILINGUAL AND BICULTURAL CLINICAL SOCIAL WORKERS, 2 SOCIAL WORKER ASSISTANTS, AND ONE PART-TIME PSYCHIATRIST. THEY OFFER SERVICES IN SPANISH, ENGLISH, AND MOST RECENTLY FARSI. - PROVIDED 4,943 MENTAL HEALTH THERAPY SESSIONS. - RESOURCE BROKERING, AND/OR CASE MANAGEMENT PROVIDED TO 309 INDIVIDUALS. -2,098 INDIVIDUALS PARTICIPATED IN MENTAL HEALTH COMMUNITY WORKSHOPS AND GROUPS. CASE MANAGEMENT & OUTREACH: SHORT-TERM CASE MANAGEMENT SERVICES ARE OFFERED TO INDIVIDUALS AND FAMILIES LIVING IN ORANGE COUNTY. THROUGH THE IMPLEMENTATION OF A BASIC NEEDS SCREENING TOOL, THE TEAM ENSURES THAT THEIR CLIENTS ARE RECEIVING THE APPROPRIATE SUPPORT AND CONNECTED TO ESSENTIAL RESOURCES. OUTREACH IS CONDUCTED THROUGH THE PROMOTORES (COMMUNITY HEALTH WORKERS) TEAM WHO CONNECT THE COMMUNITY TO OUR CENTER. - CASE MANAGEMENT AND RESOURCE BROKERING PROVIDED TO 3,715 INDIVIDUALS. -DOOR TO DOOR OUTREACH CONDUCTED TO 8,523 INDIVIDUALS/CONTACTS COMMUNITY NURSE NAVIGATION (CNN): THE CNN PROGRAM FOCUS ON PREVENTION AND MANAGEMENT OF CHRONIC DISEASES WITHIN THE UNDERINSURED AND MARGINALIZED POPULATION. THE CNN PROGRAM HAS 3 FULL-TIME BILINGUAL REGISTERED NURSES. CLIENT CARE IS PROVIDED INDIVIDUALLY AND IN GROUP SETTINGS VIA THE FOLLOWING MODALITIES: IN PERSON, ZOOM, AND TELEPHONE. - 1,263 INDIVIDUALS PROVIDED WITH ONE-ON-ONE HEALTH NAVIGATION SERVICES - 158 NURSE-LED HEALTH EDUCATION WORKSHOPS WERE CONDUCTED PROFESSIONAL TRAINING & WORKFORCE DEVELOPMENT: THIS PROGRAM PROVIDES NONPROFIT PARTNERS, PROFESSIONALS, AND OTHER COMMUNITY MEMBERS WITH FREE PROFESSIONAL & WORKFORCE DEVELOPMENT TRAININGS. CONTINUING EDUCATION CREDITS ARE PROVIDED TO MENTAL HEALTH PROFESSIONALS UPON THE COMPLETION OF THE TRAININGS. - 1,640 INDIVIDUALS FROM THE COMMUNITY RECEIVED FREE PROFESSIONAL DEVELOPMENT TRAINING. - A SUPERVISED CLINICAL INTERNSHIP TRAINING PROGRAM CONSISTED OF 20 MASTER OF SOCIAL WORK (MSW) STUDENTS AND 2 BACHELOR OF SOCIAL WORK (BSW) EACH INTERN WAS PROVIDED WITH WEEKLY ONE-HOUR LONG SUPERVISION AND ONE AND A HALF HOUR LONG GROUP SUPERVISION. - PROVIDED 4 YOGA THERAPY STUDENT INTERNS WITH 14 HOURS OF INDIVIDUAL SUPERVISION AND 12 ONBOARDING/TRAINING HOURS COMMUNITY BENEFIT GRANTS: - PROVIDED PROGRAM GRANTS TO LOCAL NON-PROFIT ORGANIZATIONS FUNDED TOTALING OVER $7M - PRIORITY FOCUS AREAS INCLUDED: ACCESS TO HEALTH CARE, MENTAL HEALTH AND BEHAVIORAL HEALTH, AND CANCER AND CHRONIC DISEASE. COMMUNITY INVESTMENTS PROJECTS: - INVESTED $600,000 TOWARDS THE RENOVATION OF SHARE OURSELVES AT THE BESST CENTER IN ORDER TO EXPAND ACCESS TO CARE THROUGH EXTENDED OPERATIONAL HOURS AND ADDITIONAL PRIMARY CARE PROVIDERS - INVESTED $2.1M TOWARDS A NEW SHARE OURSELVES CLINIC SITE THAT ALLOWED FOR THE EXPANSION OF SERVICES (MEDICAL, DENTAL, VISION, BEHAVIORAL, SOCIAL, PHARMACEUTICAL) PARTNERSHIPS: - PUBLIC LAW CENTER PROVIDED 297 INDIVIDUALS WITH LEGAL CONSULTATION OR REPRESENTATION IN THE AREA OF FAMILY LAW DIVORCE, DV, CHILD CUSTODY ETC. - PARTNERED WITH UNITED WAY'S OC FREE TAX PREP SERVICE TO PROVIDE 260 LOW-INCOME TAX RETURNS AT NO COST TO THE TAXPAYER. TOTAL REFUNDS IN THE AMOUNT OF $264,338 WERE RETURNED TO TAXPAYERS. - CHIOC CONNECTED 227 INDIVIDUALS TO AFFORDABLE, QUALITY HEALTH CARE AND SOCIAL SERVICES. - PROJECT SELF-SUFFICIENCY PROVIDED 250 INDIVIDUALS WITH FINANCIAL ASSISTANCE, LONG-TERM CASE MANAGEMENT, AND OTHER RESOURCES TO PROVIDE A PATH FOR A SUCCESSFUL ACADEMIC JOURNEY TOWARD ECONOMIC SELF-RELIANCE. - PARTNERED WITH OC DIAPER BANK TO DISTRIBUTE 163,573 DIAPERS/PULL UPS TO NEEDY FAMILIES. - PROVIDED WELLNESS CLASSES SUCH AS YOGA, ZUMBA AND OTHER FITNESS CLASSES TO 13,366 INDIVIDUALS. - PARTNERED WITH SECOND HARVEST FOOD BANK TO PROVIDE 6,229 INDIVIDUALS WITH FRESH PRODUCE AND GROCERIES THROUGH OUR BIWEEKLY FOOD DISTRIBUTION. - IN PARTNERSHIP WITH SHARE OURSELVES AND FAMILIES FORWARD, PROVIDED $59,829IN EMERGENCY HOUSING ASSISTANCE. - PARTNERED WITH MOMS OC TO PROVIDE MOMMY & ME CLASSES FOR 132 INDIVIDUALS -PARTNERED WITH CHILDREN'S HOSPITAL OF ORANGE COUNTY (CHOC) TO OFFER 98 INDIVIDUALS WITH PREVENTION OF OBESITY AND DIABETES THROUGH EDUCATION AND RESOURCES (PODER) CLASSES - PROVIDED MONTHLY PROFESSIONAL NETWORKING AND RESOURCE EXCHANGE MEETINGS FOR 380 PROFESSIONALS TO NETWORK WITH COMMUNITY PARTNERS. - PARTNERED WITH GIRLS INC TO PROVIDE 332 STUDENTS WITH AFTERSCHOOL STEM ACTIVITIES AND SPRING/SUMMER CAMPS. - PARTNERED WITH NMUSD AND IKEA IN HOSTING A BACK-TO-SCHOOL RESOURCE FAIR SERVING OVER 2,000 INDIVIDUALS. - TRAINED AND CERTIFIED 128 INDIVIDUALS WITH CPR CERTIFICATION. - PARTNERED WITH CLINIC IN THE PARK TO PROVIDE BOOSTER SEATS AND CAR SEAT SAFETY TRAINING TO 83 CAREGIVERS. - IN COLLABORATION WITH HUNTINGTON BEACH ADULT EDUCATION, 774 INDIVIDUALS PARTICIPATED IN THE ENGLISH AS A SECOND LANGUAGE CLASSES. |
| FORM 990, PART VI, SECTION A, LINE 2 | BUSINESS RELATIONSHIPS OFFICER ROBERT BRAITHWAITE, OFFICER ANDREW GUARNI, AND BOARD MEMBER PAUL HEESCHEN HAVE A BUSINESS RELATIONSHIP. |
| FORM 990, PART VI, SECTION A, LINE 6 | MEMBERS OR STOCKHOLDERS: THE MEMBERS OF THE CORPORATION CONSIST OF THE FOLLOWING: I. THE GEORGE HOAG FAMILY FOUNDATION (THE "GHF FOUNDATION") AND II. THE ASSOCIATION OF PRESBYTERIAN MEMBERS (THE "APM"), FORMED BY THE CONSTITUENT REFORMED PRESBYTERIAN CHURCHES LOCATED IN ORANGE COUNTY, CALIFORNIA WHICH INCLUDE DENOMINATIONS OF THE LOS RANCHOS PRESBYTERY OF THE PRESBYTERIAN CHURCH (USA) AND ECO: A COVENANT ORDER OF EVANGELICAL PRESBYTERIANS. |
| FORM 990, PART VI, SECTION A, LINE 7A | POWER TO ELECT OR APPOINT DIRECTORS: THE BYLAWS OF THE CORPORATION WERE RESTATED EFFECTIVE SEPTEMBER 12, 2023. SINCE THAT TIME, THE ORGANIZATION HAS NOT HAD ANY MEMBERS, STOCKHOLDERS, OR OTHER PERSONS WHO HAD THE POWER TO ELECT OR APPOINT ONE OR MORE MEMBERS OF THE GOVERNING BODY. |
| FORM 990, PART VI, SECTION A, LINE 7B | DECISIONS RESERVED TO MEMBERS OR STOCKHOLDER: EFFECTIVE SEPTEMBER 12, 2023, THE RESTATED BYLAWS PROVIDE THAT THE ROLE AND RESPONSIBILITIES OF THE MEMBERS, ACTING THROUGH THE MEMBER REPRESENTATIVES, CONSIST OF OVERSIGHT AND MONITORING OF THE CORPORATION'S MISSION AND PURPOSES, TO BE IMPLEMENTED THROUGH THE FOLLOWING: (A) TO ASSURE THE BOARD CARRIES OUT THE CORPORATION'S MISSION THROUGH THE EXERCISE OF THE ROLES AND RESPONSIBILITIES SET OUT IN THIS SECTION 3. (B) TO CONSIDER THE QUALIFICATIONS AND SUITABILITY OF DIRECTOR NOMINEES TO BE ELECTED TO THE BOARD AND TO ADVISE THE BOARD THEREON (C) TO APPROVE ANY CHANGE IN THE LEGAL NAME OF THE CORPORATION OR THE REVISION OR ADDITION OF A DBA USED TO IDENTIFY THE CORPORATION. (D) TO APPROVE ANY CHANGES TO THE CORPORATION'S: (I) PURPOSES AS SET OUT IN ITS ARTICLES OF INCORPORATION; OR (II) MISSION STATEMENT AS SET OUT IN THESE BYLAWS; OR (III) FOUNDING TRADITIONS STATEMENT AS SET OUT IN THESE BYLAWS. (E) TO APPROVE ANY SALE, TRANSFER, OR OTHER DISPOSITION OF ALL OR SUBSTANTIALLY ALL OF THE ASSETS OF THE CORPORATION. (F) TO APPROVE CHANGES TO THE CORPORATION'S GOVERNANCE STRUCTURE. (G) TO APPROVE ANY CHANGE OF CONTROL OF THE CORPORATION (H) TO APPROVE ANY DISSOLUTION OF THE CORPORATION. (I) TO PARTICIPATE IN THE SELECTION OF THE CORPORATION'S CEO. (J) TO ASSURE THAT THE CORPORATION AT ALL TIMES MAINTAINS A PROMINENT AND ACCESSIBLE CHAPEL AND A ROBUST CHAPLAINCY PROGRAM IN EACH OF ITS GENERAL HOSPITAL FACILITIES, AS WELL AS ITS FAITH-BASED COMMUNITY NURSE PROGRAM, AND TO APPROVE ANY CHANGE IN THESE THAT WILL HAVE THE EFFECT OF REDUCING ITS SCOPE. (K) TO PARTICIPATE IN THE SELECTION AND ORIENTATION OF THE CORPORATION'S DIRECTOR OF CHAPLAINCY PROGRAM. (L) TO ATTEND MEETINGS OF THE BOARD OF DIRECTORS AS PROVIDED IN SECTION 5(A) BELOW. (M) TO RECEIVE NOTICE OF THE REMOVAL OF A DIRECTOR. |
| FORM 990, PART VI, SECTION B, LINE 11B | THE CORPORATION'S BOARD OF DIRECTORS HAS DELEGATED TO THE AUDIT AND COMPLIANCE COMMITTEE OF THE BOARD THE REVIEW OF THE FORM 990 PRIOR TO ISSUANCE. FORM 990 IS PREPARED BASED ON INFORMATION RECEIVED FROM VARIOUS SOURCES. THE CORPORATION ENGAGES AN OUTSIDE ACCOUNTING FIRM TO PREPARE FORM 990. FORM 990 IS INITIALLY REVIEWED BY MANAGEMENT, INCLUDING AN OFFICER OF THE CORPORATION. MANAGEMENT THEN PRESENTS THE RETURNS TO THE AUDIT AND COMPLIANCE COMMITTEE, WHICH DISCUSSES KEY DISCLOSURES AND OTHER INFORMATION INCLUDED IN FORM 990. IN ADDITION, AN ELECTRONIC VERSION OF FORM 990 IS POSTED TO A SECURE PLATFORM AVAILABLE TO ALL OF THE BOARD OF DIRECTORS PRIOR TO FILING. |
| FORM 990, PART VI, SECTION B, LINE 12C | MONITORING & ENFORCEMENT OF COMPLIANCE WITH CONFLICT-OF-INTEREST POLICY: THE CORPORATION HAS A COMPREHENSIVE BOARD CONFLICT OF INTEREST POLICY. OFFICERS, DIRECTORS, NON-DIRECTOR MEMBERS OF BOARD COMMITTEES, SENIOR EXECUTIVES AND KEY EMPLOYEES ARE REQUIRED TO COMPLETE AN ANNUAL CONFLICT OF INTEREST QUESTIONNAIRE. RESPONSES TO THE QUESTIONNAIRE ARE SUBMITTED FOR REVIEW AND RECOMMENDATION TO THE CHIEF COMPLIANCE OFFICER, FOLLOWED BY REVIEW AND CONSIDERATION BY THE AUDIT & COMPLIANCE COMMITTEE OF THE BOARD, OR THE BOARD, AS DETERMINED BY THE CONFLICT-OF-INTEREST POLICY. IF, SUBSEQUENT TO COMPLETION OF THE ANNUAL QUESTIONNAIRE, ANY COVERED PERSON BECOMES AWARE OF AN INTEREST THAT COULD GIVE RISE TO A CONFLICT OF INTEREST, THE COVERED PERSON IS OBLIGATED TO PROMPTLY DISCLOSE THE INTEREST. THE AUDIT & COMPLIANCE COMMITTEE OR THE BOARD, AS DETERMINED BY THE CONFLICT-OF-INTEREST POLICY, SHALL DETERMINE IF A DISCLOSED INTEREST MAY RESULT IN A CONFLICT OF INTEREST. THE PERSON WITH THE POTENTIAL CONFLICT OF INTEREST MAY NOT BE PRESENT DURING ANY MEETING IN WHICH THE AUDIT & COMPLIANCE OR THE BOARD CONDUCTS ITS EVALUATION, EXCEPT TO ANSWER QUESTIONS. THE AUDIT & COMPLIANCE COMMITTEE MAY REQUEST ADDITIONAL INFORMATION BEFORE REACHING A DETERMINATION. WHERE A CONFLICT IS DETERMINED TO EXIST, THE AUDIT & COMPLIANCE COMMITTEE OR BOARD, SHALL NOT ENGAGE IN A CONTRACT, TRANSACTION, OR ARRANGEMENT, UNLESS THE BOARD OF DIRECTORS OR AUDIT & COMPLIANCE COMMITTEE HAVE INVESTIGATED ALTERNATIVES AND DEVELOPED AND IMPLEMENTED A PLAN FOR MANAGING THE CONFLICT. ANY DIRECTOR HAVING A CONFLICT OF INTEREST WITH RESPECT TO A PROPOSED CONTRACT, TRANSACTION OR ARRANGEMENT IS PROHIBITED FROM VOTING ON ANY MATTER RELATING TO THE CONTRACT, TRANSACTION OR ARRANGEMENT, AND IS EXCUSED FROM THE PORTION OF THE MEETING WHERE THE PROPOSED CONTRACT, TRANSACTION OR ARRANGEMENT IS DISCUSSED. |
| FORM 990, PART VI, SECTION B, LINE 15 | PROCESS FOR DETERMINING COMPENSATION OF CEO: THE COMPENSATION OF THE CEO IS REVIEWED AND APPROVED BY THE COMPENSATION COMMITTEE OF HOAG'S BOARD OF DIRECTORS, COMPRISED SOLELY OF INDEPENDENT DIRECTORS. THE COMPENSATION COMMITTEE RECEIVES A STUDY PERFORMED BY AN INDEPENDENT CONSULTING FIRM THAT REVIEWS LEVELS OF COMPENSATION AT COMPARABLE ORGANIZATIONS FOR COMPARABLE POSITIONS WHEN SETTING COMPENSATION OF THE OFFICERS AND KEY EMPLOYEES. THIS PROCESS OF USING COMPARABLE DATA TO ESTABLISH LEVELS OF COMPENSATION HAS BEEN IN PLACE IN EXCESS OF 39 YEARS. THE COMPENSATION COMMITTEE DOCUMENTS THAT THE COMPENSATION IS REASONABLE IN ITS BOARD MINUTES DURING EXECUTIVE SESSION. THIS PROCESS WAS LAST COMPLETED IN 2024. IN ADDITION, THE INDEPENDENT CONSULTING FIRM PROVIDES THE BOARD WITH AN OPINION LETTER EACH YEAR CERTIFYING THAT THE COMPENSATION PROGRAM AND ALL PAY ELEMENTS (TOTAL REMUNERATION) APPROVED BY THE BOARD ARE DEEMED REASONABLE IN COMPLIANCE WITH IRC SECTION 4958. FORM 990, PART VI, LINE 15B PROCESS FOR DETERMINING COMPENSATION: THE COMPENSATION OF THE COO, CFO AND ALL SENIOR VICE PRESIDENTS (KEY EMPLOYEES): THE PROCESS IS REVIEWED AND APPROVED BY THE COMPENSATION COMMITTEE OF HOAG'S BOARD OF DIRECTORS, COMPRISED SOLELY OF INDEPENDENT DIRECTORS. THE COMPENSATION COMMITTEE RECEIVES A STUDY PERFORMED BY AN INDEPENDENT CONSULTING FIRM THAT REVIEWS LEVELS OF COMPENSATION AT COMPARABLE ORGANIZATIONS FOR COMPARABLE POSITIONS WHEN SETTING COMPENSATION OF THE OFFICERS AND KEY EMPLOYEES. THIS PROCESS OF USING COMPARABLE DATA TO ESTABLISH LEVELS OF COMPENSATION HAS BEEN IN PLACE IN EXCESS OF 39 YEARS. THE COMPENSATION COMMITTEE DOCUMENTS THAT THE COMPENSATION IS REASONABLE IN ITS BOARD MINUTES DURING EXECUTIVE SESSION. THIS PROCESS WAS LAST COMPLETED IN 2024. IN ADDITION, THE INDEPENDENT CONSULTING FIRM PROVIDES THE BOARD WITH AN OPINION LETTER EACH YEAR CERTIFYING THAT THE COMPENSATION PROGRAM AND ALL PAY ELEMENTS (TOTAL REMUNERATION) APPROVED BY THE BOARD ARE DEEMED REASONABLE IN COMPLIANCE WITH IRC SECTION 4958. |
| FORM 990, PART VI, SECTION C, LINE 19 | PROCESS FOR MAKING DOCUMENTS AVAILABLE TO THE PUBLIC THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS AND CONFLICTS OF INTEREST POLICY AVAILABLE TO THE PUBLIC UPON REQUEST. THE FINANCIAL STATEMENTS ARE POSTED ON THE ORGANIZATION'S WEBSITE. |
| FORM 990, PART IX, LINE 11G | PURCHASED SERVICES (HMO, HOSP.: PROGRAM SERVICE EXPENSES 42,186,109. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 42,186,109. HOSPITAL BASED PHYSICIAN FEES: PROGRAM SERVICE EXPENSES 46,800,060. MANAGEMENT AND GENERAL EXPENSES 7,737,521. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 54,537,581. PURCHASED SERVICES/CONSULTING: PROGRAM SERVICE EXPENSES 41,571,129. MANAGEMENT AND GENERAL EXPENSES 69,277,383. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 110,848,512. |
| FORM 990, PART XI, LINE 9: | INVESTMENTS IN JV AND OTHER 40,667,400. EQUITY TRANSFER TO HOAG CLINIC -86,704,193. EQUITY TRANSFER TO HMTS -9,463,188. EQUITY TRANSFER TO CASC -800,460. NET ASSET CHANGE FROM HOAG FOUNDATION -7,434,976. |
Schedule R IRS990ScheduleR
Id Disregarded Entities IdDisregardedEntitiesGrp (9 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Total IncomeTotalIncomeAmt | End Of Year AssetsEndOfYearAssetsAmt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt |
|---|---|---|---|---|---|---|---|---|---|
| NEWPORT HEALTHCARE CENTER LLC | |||||||||
| ONE HOAG DRIVE BOX 6100 | NEWPORT BEACH | CA | 92663 | 331127904 | MEDICAL BLDG | CA | $9,538,756 | $108,163,055 | HMHP |
| HOAG OUTPATIENT THERAPIES LLC | |||||||||
| ONE HOAG DRIVE BOX 6100 | NEWPORT BEACH | CA | 92663 | 471467227 | OUTPATIENT THERAPY | CA | -$107,800 | $714 | HMHP |
| HOAG NEUROBEHAVIORAL HEALTH LLC | |||||||||
| ONE HOAG DRIVE BOX 6100 | NEWPORT BEACH | CA | 92663 | 473282694 | MEDICAL SVCS | CA | $1,063,538 | $1,562,106 | HMHP |
| HOAG AT HOME LLC | |||||||||
| ONE HOAG DRIVE BOX 6100 | NEWPORT BEACH | CA | 92663 | 853629470 | MANAGEMENT | CA | $0 | $369,005 | HMHP |
| HOAG HOME HEALTH LLC | |||||||||
| ONE HOAG DRIVE BOX 6100 | NEWPORT BEACH | CA | 92663 | 861411277 | MEDICAL SVCS | CA | -$2,682,458 | $10,043,635 | HMHP |
| OMO LLC | |||||||||
| ONE HOAG DRIVE BOX 6100 | NEWPORT BEACH | CA | 92663 | 861323231 | MANAGEMENT | TX | -$750 | $0 | HMHP |
| HOAG DIGITAL HEALTH | |||||||||
| ONE HOAG DRIVE | NEWPORT BEACH | CA | 92663 | HEALTHCARE | CA | $0 | $0 | HMHP | |
| HOAG HOSPICE LLC | |||||||||
| 4041 MACARTHUR BLVD SUITE 100 | NEWPORT BEACH | CA | 926602554 | 451979384 | HEALTHCARE | CA | $5,105,259 | $3,701,065 | HMHP |
| IRVINE SURGICAL PARTNERS LLC | |||||||||
| 27401 LOS ALTOS SUITE 200 | MISSION VIEGO | CA | 92691 | 812776218 | HEALTHCARE | CA | -$853,207 | $424,931 | HMHP |
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|---|
| HMTS INC | ||||||||||
| ONE HOAG DRIVE PO BOX 6100 | NEWPORT BEACH | CA | 92658 | 453583707 | HEALTHCARE | CA | 501(C)(3) | 10 | HMHP | Yes (1) |
| HOAG CHARITY SPORTS | ||||||||||
| 2081 BUSINESS CTR DR STE 195 | NEWPORT BEACH | CA | 92663 | 452982422 | SUPPORT | CA | 501(C)(3) | 7 | HMHP | Yes (1) |
| HOAG CLINIC | ||||||||||
| ONE HOAG DRIVE PO BOX 6100 | NEWPORT BEACH | CA | 92658 | 330676831 | HEALTHCARE | CA | 501(C)(3) | 10 | HMHP | Yes (1) |
| HOAG HOSPITAL FOUNDATION | ||||||||||
| ONE HOAG DRIVE PO BOX 6100 | NEWPORT BEACH | CA | 92658 | 953222343 | FUNDRAISING | CA | 501(C)(3) | 7 | HMHP | Yes (1) |
Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Predominant Income TypePredominantIncomeTypeTxt | Share Of Total IncomeShareOfTotalIncomeAmt | Share Of EOY AssetsShareOfEOYAssetsAmt | Disproportionate AllocationsDisproportionateAllocationsInd | General Or Managing PartnerGeneralOrManagingPartnerInd | OwnershipOwnershipPct |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| COASTAL ASC HOLDINGS LLC | |||||||||||||
| ONE HOAG DRIVE BOX 6100 | NEWPORT BEACH | CA | 92658 | 810986844 | HEALTHCARE | CA | HMHP | RELATED | $16,278,645 | $35,500,085 | Yes (1) | Yes (1) | 0.77500 |
| HOAG ORTHOPEDIC INSTITUTE | |||||||||||||
| ONE HOAG DRIVE BOX 6100 | NEWPORT BEACH | CA | 92658 | 611588294 | HEALTHCARE | CA | HMHP | RELATED | $29,083,815 | $36,906,781 | Yes (1) | Yes (1) | 0.51000 |
| NEWPORT IMAGING CENTER | |||||||||||||
| 360 SAN MIGUEL | NEWPORT BEACH | CA | 92660 | 330191776 | HEALTHCARE | CA | HMHP | RELATED | -$2,445,434 | $2,746,489 | Yes (1) | Yes (1) | 0.99880 |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Entity TypeEntityTypeTxt | Share Of Total IncomeShareOfTotalIncomeAmt | Share Of EOY AssetsShareOfEOYAssetsAmt | OwnershipOwnershipPct | Controlled OrganizationControlledOrganizationInd | Direct Controlling NADirectControllingNACd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| HOAG MANAGEMENT SERVICES INC | |||||||||||||
| ONE HOAG DRIVE BOX 6100 | NEWPORT BEACH | CA | 92658 | 330731587 | HEALTHCARE | CA | HMHP | C | $886,846 | $245,393,458 | 1.00000 | Yes (1) | |
| HOAG PHYSICIAN PARTNERS | |||||||||||||
| 16148 SAND CANYON AVE | IRVINE | CA | 92618 | 834276044 | HEALTHCARE | CA | HC | C | $433,969 | 1.00000 | Yes (1) | ||
| HOAG ORTHOPEDIC NETWORK | |||||||||||||
| ONE HOAG DRIVE PO BOX 6100 | NEWPORT BEACH | CA | 92658 | 834062064 | HEALTHCARE | CA | C | 0.51000 | 0 | N/A | |||
| HOAG ORTHOPEDIC INSTITUTE SPECIALISTS | |||||||||||||
| ONE HOAG DRIVE PO BOX 6100 | NEWPORT BEACH | CA | 92658 | 832569551 | HEALTHCARE | CA | C | 0 | N/A | ||||
| ORTHOCALIFORNIA IPA | |||||||||||||
| 16250 SAND CANYON AVE | IRVINE | CA | 92618 | 931551531 | HEALTHCARE | CA | C | 0.51000 | 0 | N/A | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | Yes (1) | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | Yes (1) | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | Yes (1) | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | Yes (1) | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | 0 | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (1) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | Yes (1) | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (13 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| HOAG ORTHOPEDIC INSTITUTE | ||
| L | $28,038,146 | ACCRUAL |
| HOAG HOSPITAL FOUNDATION | ||
| J | $895,706 | ACCRUAL |
| HOAG HOSPITAL FOUNDATION | ||
| Q | $14,611,687 | ACCRUAL |
| HOAG HOSPITAL FOUNDATION | ||
| C | $24,068,443 | ACCRUAL |
| HOAG HOSPITAL FOUNDATION | ||
| R | $7,434,976 | ACCRUAL |
| HOAG CHARITY SPORTS | ||
| R | $315,859 | ACCRUAL |
| HOAG CHARITY SPORTS | ||
| Q | $357,717 | ACCRUAL |
| HOAG CHARITY SPORTS | ||
| B | $238,673 | ACCRUAL |
| HOAG CLINIC | ||
| R | $86,704,193 | ACCRUAL |
| HOAG CLINIC | ||
| J | $3,924,778 | ACCRUAL |
| HMTS | ||
| R | $9,463,188 | ACCRUAL |
| COASTAL ASC HOLDINGS LLC | ||
| R | $800,460 | ACCRUAL |
| COASTAL ASC HOLDINGS LLC | ||
| L | $10,933,848 | ACCRUAL |